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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Avestar Capital's IWM Position: Q1 2026 in Review

Avestar Capital increased its iShares Russell 2000 ETF (IWM) stake by 16% in Q1 2026, buying an estimated $400K and bringing the position to 11,250 shares worth $2.79M. The position accounts for 0.18% of the portfolio, ranked #96.

Avestar Capital first reported a position in IWM in Q4 2017 and has held it in 12 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Avestar Capital held 11,250 shares of iShares Russell 2000 ETF worth $2.79M as of Q1 2026.
Avestar Capital bought 1,551 iShares Russell 2000 ETF shares in Q1 2026, an estimated $400K.
iShares Russell 2000 ETF made up 0.18% of Avestar Capital's portfolio in Q1 2026, its #96 holding.
Avestar Capital first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 12 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.