Avior Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.41M | Sell |
16,306
-278
| -2% | -$39.3K | 0.06% | 227 |
|
|
2026
Q1 | $2.2M | Buy |
16,584
+125
| +0.8% | +$17.1K | 0.06% | 239 |
|
|
2025
Q4 | $2.17M | Buy |
16,459
+13
| +0.1% | +$1.69K | 0.07% | 193 |
|
|
2025
Q3 | $2.13M | Sell |
16,446
-216
| -1% | -$27.7K | 0.07% | 187 |
|
|
2025
Q2 | $2.06M | Sell |
16,662
-174
| -1% | -$20.5K | 0.07% | 181 |
|
|
2025
Q1 | $2.02M | Sell |
16,836
-305
| -2% | -$38.2K | 0.08% | 177 |
|
|
2024
Q4 | $2.14M | Sell |
17,141
-164
| -0.9% | -$20.9K | 0.08% | 168 |
|
|
2024
Q3 | $2.14M | Sell |
17,305
-387
| -2% | -$46K | 0.09% | 159 |
|
|
2024
Q2 | $2.01M | Sell |
17,692
-623
| -3% | -$71.1K | 0.09% | 162 |
|
|
2024
Q1 | $2.17M | Sell |
18,315
-1,125
| -6% | -$127K | 0.1% | 148 |
|
|
2023
Q4 | $2.22M | Sell |
19,440
-1,927
| -9% | -$198K | 0.13% | 123 |
|
|
2023
Q3 | $2.16M | Sell |
21,367
-312
| -1% | -$33.4K | 0.15% | 116 |
|
|
2023
Q2 | $2.32M | Sell |
21,679
-286
| -1% | -$29.1K | 0.15% | 115 |
|
|
2023
Q1 | $2.26M | Sell |
21,965
-704
| -3% | -$75.2K | 0.15% | 115 |
|
|
2022
Q4 | $2.29M | Sell |
22,669
-258
| -1% | -$25.8K | 0.17% | 109 |
|
|
2022
Q3 | $2.06M | Buy |
22,927
+784
| +4% | +$78K | 0.17% | 106 |
|
|
2022
Q2 | $2.09M | Sell |
22,143
-329
| -1% | -$33.6K | 0.21% | 95 |
|
|
2022
Q1 | $2.46M | Sell |
22,472
-3,650
| -14% | -$394K | 0.21% | 94 |
|
|
2021
Q4 | $2.89M | Sell |
26,122
-1,791
| -6% | -$195K | 0.24% | 89 |
|
|
2021
Q3 | $2.88M | Sell |
27,913
-2,674
| -9% | -$281K | 0.24% | 84 |
|
|
2021
Q2 | $3.22M | Sell |
30,587
-3,305
| -10% | -$353K | 0.32% | 65 |
|
|
2021
Q1 | $3.45M | Sell |
33,892
-13,607
| -29% | -$1.3M | 0.37% | 58 |
|
|
2020
Q4 | $4.1M | Sell |
47,499
-15,525
| -25% | -$1.22M | 0.51% | 44 |
|
|
2020
Q3 | $4.25M | Sell |
63,024
-1,832
| -3% | -$127K | 0.61% | 35 |
|
|
2020
Q2 | $4.31M | Buy |
64,856
+920
| +1% | +$57.7K | 0.67% | 32 |
|
|
2020
Q1 | $3.51M | Sell |
63,936
-4,076
| -6% | -$306K | 0.69% | 34 |
|
|
2019
Q4 | $5.8M | Buy |
68,012
+12,838
| +23% | +$1.05M | 0.93% | 27 |
|
|
2019
Q3 | $4.41M | Buy |
55,174
+10,886
| +25% | +$857K | 0.77% | 33 |
|
|
2019
Q2 | $3.53M | Buy |
44,288
+1,126
| +3% | +$89.3K | 0.63% | 42 |
|
|
2019
Q1 | $3.39M | Buy |
43,162
+588
| +1% | +$45.5K | 0.72% | 35 |
|
|
2018
Q4 | $2.94M | Sell |
42,574
-1,248
| -3% | -$95.4K | 0.71% | 34 |
|
|
2018
Q3 | $3.67M | Buy |
43,822
+1,546
| +4% | +$129K | 0.78% | 30 |
|
|
2018
Q2 | $3.42M | Buy |
42,276
+1,294
| +3% | +$104K | 0.77% | 31 |
|
|
2018
Q1 | $3.17M | Buy |
40,982
+6,066
| +17% | +$481K | 0.73% | 32 |
|
|
2017
Q4 | $2.79M | Buy |
34,916
+5,202
| +18% | +$406K | 0.63% | 40 |
|
|
2017
Q3 | $2.27M | Buy |
29,714
+2,028
| +7% | +$150K | 0.75% | 37 |
|
|
2017
Q2 | $2.06M | Sell |
27,686
-1,284
| -4% | -$94.9K | 0.84% | 30 |
|
|
2017
Q1 | $2.15M | Sell |
28,970
-784
| -3% | -$58.2K | 0.72% | 34 |
|
|
2016
Q4 | $2.16M | Buy |
29,754
+10
| +0% | +$692 | 0.81% | 32 |
|
|
2016
Q3 | $1.98M | Sell |
29,744
-272
| -0.9% | -$18K | 0.78% | 34 |
|
|
2016
Q2 | $1.92M | Buy |
30,016
+1,938
| +7% | +$122K | 0.82% | 33 |
|
|
2016
Q1 | $1.74M | Buy |
28,078
+10,308
| +58% | +$584K | 0.77% | 34 |
|
|
2015
Q4 | $1.04M | Buy |
17,770
+558
| +3% | +$33.8K | 0.57% | 61 |
|
|
2015
Q3 | $993K | Buy |
17,212
+76
| +0.4% | +$4.66K | 0.58% | 48 |
|
|
2015
Q2 | $1.1M | Sell |
17,136
-468
| -3% | -$30.9K | 0.86% | 30 |
|
|
2015
Q1 | $1.15M | Buy |
17,604
+908
| +5% | +$58.4K | 0.89% | 26 |
|
|
2014
Q4 | $1.07M | Buy |
16,696
+408
| +3% | +$25.3K | 0.85% | 29 |
|
|
2014
Q3 | $980K | Sell |
16,288
-4
| -0% | -$250 | 0.83% | 29 |
|
|
2014
Q2 | $1.03M | Buy |
16,292
+1,120
| +7% | +$68.2K | 0.87% | 28 |
|
|
2014
Q1 | $914K | Buy |
15,172
+600
| +4% | +$35.1K | 0.76% | 27 |
|
|
2013
Q4 | $847K | Buy |
+14,572
| New | +$820K | 0.8% | 28 |
|
Other funds holding IJJ
DADC
Avior Wealth Management's IJJ Position: Q2 2026 in Review
Avior Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.7% in Q2 2026, selling an estimated $39.3K and leaving 16,306 shares worth $2.41M. The position accounts for 0.06% of the portfolio, ranked #227.
Avior Wealth Management first reported a position in IJJ in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.8M in Q4 2019. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Avior Wealth Management held 16,306 shares of iShares S&P Mid-Cap 400 Value ETF worth $2.41M as of Q2 2026.
- Avior Wealth Management sold 278 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $39.3K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.06% of Avior Wealth Management's portfolio in Q2 2026, its #227 holding.
- Avior Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2013 and has held it in 51 quarters since.
- Avior Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $5.8M in Q4 2019.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.