Avestar Capital
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Avestar Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Avestar Capital’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.9M Sell
6,836
-4,532
-40% -$1.33M 0.15% 127
2026
Q2 		$3.42M Buy
11,368
+118
+1% +$33.2K 0.19% 93
2026
Q1 		$2.79M Buy
11,250
+1,551
+16% +$400K 0.18% 96
2025
Q4 		$2.39M Hold
9,699
– – 0.15% 109
2025
Q3 		$2.35M Buy
9,699
+4,119
+74% +$945K 0.15% 112
2025
Q2 		$1.2M Buy
5,580
+397
+8% +$79.9K 0.08% 177
2025
Q1 		$1.03M Buy
+5,183
New +$1.12M 0.09% 186
2024
Q2 		– Sell
-1,900
Closed -$400K – 490
2024
Q1 		$400K Buy
+1,900
New +$379K 0.04% 270
2019
Q2 		– Sell
-130
Closed -$19K – 914
2019
Q1 		$19K Sell
130
-296
-69% -$44.5K 0.01% 382
2018
Q4 		$57K Sell
426
-150
-26% -$22.4K 0.04% 247
2018
Q3 		$96K Sell
576
-150
-21% -$25.3K 0.06% 197
2018
Q2 		$118K Buy
726
+300
+70% +$48K 0.07% 180
2018
Q1 		$64K Hold
426
– – 0.04% 217
2017
Q4 		$64K Buy
+426
New +$64K 0.05% 217

Other funds holding IWM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Avestar Capital's IWM Position: Q3 2026 in Review

Avestar Capital reduced its iShares Russell 2000 ETF (IWM) stake by 40% in Q3 2026, selling an estimated $1.33M and leaving 6,836 shares worth $1.9M. The position accounts for 0.15% of the portfolio, ranked #127.

Avestar Capital first reported a position in IWM in Q4 2017 and has held it in 14 quarters since. The position peaked at $3.42M in Q2 2026. 2,119 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Avestar Capital held 6,836 shares of iShares Russell 2000 ETF worth $1.9M as of Q3 2026.
  • Avestar Capital sold 4,532 iShares Russell 2000 ETF shares in Q3 2026, an estimated $1.33M.
  • iShares Russell 2000 ETF made up 0.15% of Avestar Capital's portfolio in Q3 2026, its #127 holding.
  • Avestar Capital first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 14 quarters since.
  • Avestar Capital's iShares Russell 2000 ETF position peaked at $3.42M in Q2 2026.
  • 2,119 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.