Avondale Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $568K | Sell |
3,830
-750
| -16% | -$103K | 0.23% | 41 |
|
|
2026
Q1 | $569K | Buy |
4,580
+200
| +5% | +$25.4K | 0.28% | 43 |
|
|
2025
Q4 | $526K | Sell |
4,380
-600
| -12% | -$71.8K | 0.27% | 39 |
|
|
2025
Q3 | $592K | Hold |
4,980
| – | – | 0.32% | 33 |
|
|
2025
Q2 | $544K | Sell |
4,980
-8,935
| -64% | -$924K | 0.3% | 35 |
|
|
2025
Q1 | $1.46M | Buy |
13,915
+11,474
| +470% | +$1.29M | 0.92% | 17 |
|
|
2024
Q4 | $281K | Sell |
2,441
-2,450
| -50% | -$293K | 0.18% | 45 |
|
|
2024
Q3 | $572K | Buy |
4,891
+2,599
| +113% | +$294K | 0.37% | 30 |
|
|
2024
Q2 | $244K | Sell |
2,292
-1,250
| -35% | -$134K | 0.17% | 46 |
|
|
2024
Q1 | $391K | Buy |
3,542
+680
| +24% | +$72.2K | 0.27% | 32 |
|
|
2023
Q4 | $310K | Sell |
2,862
-134
| -4% | -$12.9K | 0.25% | 33 |
|
|
2023
Q3 | $283K | Sell |
2,996
-150
| -5% | -$15K | 0.25% | 37 |
|
|
2023
Q2 | $313K | Sell |
3,146
-529
| -14% | -$50.4K | 0.26% | 35 |
|
|
2023
Q1 | $355K | Buy |
3,675
+650
| +21% | +$65K | 0.31% | 35 |
|
|
2022
Q4 | $286K | Sell |
3,025
-3,150
| -51% | -$302K | 0.25% | 31 |
|
|
2022
Q3 | $538K | Buy |
6,175
+2,809
| +83% | +$273K | 0.59% | 18 |
|
|
2022
Q2 | $311K | Sell |
3,366
-6,063
| -64% | -$603K | 0.36% | 27 |
|
|
2022
Q1 | $1.02M | Buy |
9,429
+2,722
| +41% | +$294K | 1.19% | 12 |
|
|
2021
Q4 | $768K | Sell |
6,707
-13,828
| -67% | -$1.58M | 0.78% | 16 |
|
|
2021
Q3 | $2.24M | Buy |
20,535
+4,581
| +29% | +$504K | 2.19% | 10 |
|
|
2021
Q2 | $1.8M | Buy |
15,954
+7,882
| +98% | +$879K | 1.69% | 13 |
|
|
2021
Q1 | $876K | Buy |
8,072
+5,283
| +189% | +$553K | 0.86% | 18 |
|
|
2020
Q4 | $256K | Hold |
2,789
| – | – | 0.3% | 26 |
|
|
2020
Q3 | $196K | Sell |
2,789
-85,234
| -97% | -$6.11M | 0.3% | 24 |
|
|
2020
Q2 | $6.01M | Sell |
88,023
-11,502
| -12% | -$726K | 8.54% | 6 |
|
|
2020
Q1 | $5.58M | Buy |
99,525
+17,205
| +21% | +$1.28M | 8.82% | 5 |
|
|
2019
Q4 | $6.9M | Buy |
82,320
+6,052
| +8% | +$487K | 10.12% | 4 |
|
|
2019
Q3 | $5.94M | Sell |
76,268
-24,488
| -24% | -$1.9M | 9.79% | 4 |
|
|
2019
Q2 | $7.89M | Buy |
100,756
+4,935
| +5% | +$383K | 5.8% | 8 |
|
|
2019
Q1 | $7.39M | Buy |
95,821
+1,097
| +1% | +$84.2K | 5.68% | 8 |
|
|
2018
Q4 | $6.57M | Buy |
94,724
+7,615
| +9% | +$589K | 5.45% | 8 |
|
|
2018
Q3 | $7.6M | Buy |
87,109
+331
| +0.4% | +$29K | 7.19% | 6 |
|
|
2018
Q2 | $7.24M | Sell |
86,778
-10,731
| -11% | -$874K | 6.01% | 7 |
|
|
2018
Q1 | $7.51M | Buy |
97,509
+1,581
| +2% | +$123K | 6.16% | 7 |
|
|
2017
Q4 | $7.37M | Buy |
+95,928
| New | +$7.23M | 6.45% | 7 |
|
Other funds holding IJR
NFA
CCA
MRC
VFA
MFIM
BIAS
Avondale Wealth Management's IJR Position: Q2 2026 in Review
Avondale Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 16% in Q2 2026, selling an estimated $103K and leaving 3,830 shares worth $568K. The position accounts for 0.23% of the portfolio, ranked #41.
Avondale Wealth Management first reported a position in IJR in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.89M in Q2 2019. 1,424 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Avondale Wealth Management held 3,830 shares of iShares Core S&P Small-Cap ETF worth $568K as of Q2 2026.
- Avondale Wealth Management sold 750 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $103K.
- iShares Core S&P Small-Cap ETF made up 0.23% of Avondale Wealth Management's portfolio in Q2 2026, its #41 holding.
- Avondale Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Avondale Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $7.89M in Q2 2019.
- 1,424 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.