AVANTAX ADVISORY SERVICES, INC. IJR — ISHARES TR

Ownership history in AVANTAX ADVISORY SERVICES, INC.  ·  27 quarters on record

AI Ownership Summary

AVANTAX ADVISORY SERVICES, INC. reported ISHARES TR (IJR) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.75% in 2023 Q4. The latest visible filing shows IJR at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AVANTAX ADVISORY SERVICES, INC.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

IJR was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJR stock page AVANTAX ADVISORY SERVICES, INC. fund profile AVANTAX ADVISORY SERVICES, INC. full holdings
How AVANTAX ADVISORY SERVICES, INC. held IJR — position size vs. price
% of Fund (quarterly)    IJR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED — — — 974,377 +49,982 +5.4% 0.59% $106.5M 2025-08-14 (Est.) $114.01
2025 Q1 ADDED — — — 924,395 +15,738 +1.7% 0.59% $96.7M 2025-05-06 $100.27
2024 Q4 ADDED — — — 908,657 +4,301 +0.5% 0.66% $104.7M 2025-02-10 $115.34
2024 Q3 ADDED — — — 904,356 +7,486 +0.8% 0.69% $105.8M 2024-11-13 $120.11
2024 Q2 ADDED — — — 896,870 +188,070 +26.5% 0.68% $95.7M 2024-08-09 $106.79
2024 Q1 ADDED — — — 708,800 +9,124 +1.3% 0.70% $78.3M 2024-05-08 $104.64
2023 Q4 REDUCED — — — 699,676 -3,011 -0.4% 0.75% $75.7M 2024-02-07 $99.57
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJR

As of 2026 Q1 — sorted by position size

Arcataur Capital Management LLC 13.97% Abound Wealth Management 13.22% Holland Advisory Services, Inc. 3Y 13.22% Fort Henry Capital, LLC 3Y 13.03% NESTEGG ADVISORS, INC. 10.91% Panoramic Capital Partners, LLC 9.85% SOUTHERN CAPITAL ADVISORS, LLC 3Y 9.48% Colony Family Offices, LLC 3Y 9.3% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 9.06% Wealth Care LLC 8.97%

FAQ About AVANTAX ADVISORY SERVICES, INC. and IJR

These are the practical questions this page is built to answer before you even open the full history table.

How long has AVANTAX ADVISORY SERVICES, INC. reported owning IJR?

AVANTAX ADVISORY SERVICES, INC. reported IJR across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported IJR position in AVANTAX ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for IJR was 0.75% in 2023 Q4.

What is the latest reported IJR position on this page?

The most recent filing on this page is 2025 Q2, when AVANTAX ADVISORY SERVICES, INC. reported 974,377 shares, equal to 0.59% of portfolio, with an estimated market value of $106.5M.

What does the chart on this IJR ownership page compare?

The chart compares AVANTAX ADVISORY SERVICES, INC.'s quarterly IJR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AVANTAX ADVISORY SERVICES, INC. time their IJR position?

Based on 13F filing dates vs. subsequent IJR price moves, AVANTAX ADVISORY SERVICES, INC. correctly timed 12 out of 26 reported position changes (46%).

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