Avestar Capital’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.97M | Sell |
19,539
-160
| -0.8% | -$59.6K | 0.45% | 39 |
|
|
2025
Q4 | $7.36M | Hold |
19,699
| – | – | 0.48% | 35 |
|
|
2025
Q3 | $7.2M | Sell |
19,699
-2,159
| -10% | -$760K | 0.47% | 40 |
|
|
2025
Q2 | $7.42M | Buy |
21,858
+1,096
| +5% | +$344K | 0.51% | 40 |
|
|
2025
Q1 | $6.37M | Sell |
20,762
-1,999
| -9% | -$646K | 0.55% | 34 |
|
|
2024
Q4 | $7.33M | Sell |
22,761
-293
| -1% | -$94.9K | 0.62% | 28 |
|
|
2024
Q3 | $7.25M | Sell |
23,054
-1,967
| -8% | -$596K | 0.75% | 28 |
|
|
2024
Q2 | $7.44M | Sell |
25,021
-1,219
| -5% | -$350K | 0.76% | 27 |
|
|
2024
Q1 | $7.56M | Sell |
26,240
-647
| -2% | -$177K | 0.79% | 27 |
|
|
2023
Q4 | $7.05M | Sell |
26,887
-5,441
| -17% | -$1.33M | 0.8% | 28 |
|
|
2023
Q3 | $7.62M | Sell |
32,328
-3,044
| -9% | -$745K | 1.08% | 19 |
|
|
2023
Q2 | $8.62M | Sell |
35,372
-6,348
| -15% | -$1.46M | 1.38% | 22 |
|
|
2023
Q1 | $9.4M | Sell |
41,720
-138
| -0.3% | -$30.4K | 1.68% | 14 |
|
|
2022
Q4 | $8.81M | Sell |
41,858
-41,223
| -50% | -$8.73M | 1.6% | 18 |
|
|
2022
Q3 | $16.4M | Buy |
83,081
+3,294
| +4% | +$722K | 4.19% | 3 |
|
|
2022
Q2 | $16.6M | Sell |
79,787
-1,532
| -2% | -$346K | 4.08% | 3 |
|
|
2022
Q1 | $20.3M | Buy |
81,319
+2,847
| +4% | +$703K | 3.25% | 3 |
|
|
2021
Q4 | $20.8M | Buy |
78,472
+1,762
| +2% | +$454K | 2.54% | 6 |
|
|
2021
Q3 | $18.5M | Buy |
76,710
+3,317
| +5% | +$825K | 2.37% | 5 |
|
|
2021
Q2 | $17.8M | Buy |
73,393
+10,273
| +16% | +$2.42M | 2.38% | 4 |
|
|
2021
Q1 | $14.9M | Buy |
63,120
+6,191
| +11% | +$1.36M | 3.33% | 6 |
|
|
2020
Q4 | $12.1M | Sell |
56,929
-2,649
| -4% | -$529K | 3.35% | 6 |
|
|
2020
Q3 | $11.3M | Buy |
59,578
+4,151
| +7% | +$767K | 3.74% | 4 |
|
|
2020
Q2 | $9.52M | Buy |
55,427
+4,946
| +10% | +$800K | 4.21% | 3 |
|
|
2020
Q1 | $7.14M | Buy |
50,481
+2,558
| +5% | +$432K | 3.9% | 5 |
|
|
2019
Q4 | $8.55M | Sell |
47,923
-644
| -1% | -$110K | 4.83% | 4 |
|
|
2019
Q3 | $7.99M | Buy |
48,567
+3,311
| +7% | +$543K | 4.97% | 3 |
|
|
2019
Q2 | $7.34M | Sell |
45,256
-1,282
| -3% | -$205K | 4.65% | 3 |
|
|
2019
Q1 | $7.29M | Sell |
46,538
-5,742
| -11% | -$868K | 4.79% | 3 |
|
|
2018
Q4 | $7.22M | Sell |
52,280
-5,632
| -10% | -$843K | 4.93% | 3 |
|
|
2018
Q3 | $9.33M | Buy |
57,912
+1,209
| +2% | +$192K | 5.4% | 2 |
|
|
2018
Q2 | $8.59M | Sell |
56,703
-2,495
| -4% | -$376K | 5.43% | 2 |
|
|
2018
Q1 | $8.69M | Sell |
59,198
-9,767
| -14% | -$1.48M | 5.65% | 4 |
|
|
2017
Q4 | $10.3M | Buy |
+68,965
| New | +$9.99M | 7.69% | 2 |
|
Other funds holding IWB
Avestar Capital's IWB Position: Q1 2026 in Review
Avestar Capital reduced its iShares Russell 1000 ETF (IWB) stake by 0.81% in Q1 2026, selling an estimated $59.6K and leaving 19,539 shares worth $6.97M. The position accounts for 0.45% of the portfolio, ranked #39.
Avestar Capital first reported a position in IWB in Q4 2017 and has held it in 34 quarters since. The position peaked at $20.8M in Q4 2021. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.
- Avestar Capital held 19,539 shares of iShares Russell 1000 ETF worth $6.97M as of Q1 2026.
- Avestar Capital sold 160 iShares Russell 1000 ETF shares in Q1 2026, an estimated $59.6K.
- iShares Russell 1000 ETF made up 0.45% of Avestar Capital's portfolio in Q1 2026, its #39 holding.
- Avestar Capital first reported a position in iShares Russell 1000 ETF in Q4 2017 and has held it in 34 quarters since.
- Avestar Capital's iShares Russell 1000 ETF position peaked at $20.8M in Q4 2021.
- 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.
Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.