Avior Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Avior Wealth Management’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.88M	Buy	24,472 +15,616	+176%	+$1.73M	0.08%	210
2026 Q1	$891K	Sell	8,856 -116	-1%	-$11.9K	0.03%	383
2025 Q4	$869K	Sell	8,972 -7	-0.1%	-$674	0.03%	333
2025 Q3	$861K	Buy	8,979 +25	+0.3%	+$2.35K	0.03%	330
2025 Q2	$815K	Sell	8,954 -543	-6%	-$46.5K	0.03%	329
2025 Q1	$791K	Sell	9,497 -124	-1%	-$11.2K	0.03%	309
2024 Q4	$875K	Buy	9,621 +5	+0.1%	+$471	0.03%	308
2024 Q3	$884K	Buy	9,616 +1,098	+13%	+$98.2K	0.04%	314
2024 Q2	$751K	Sell	8,518 -149	-2%	-$13.2K	0.03%	333
2024 Q1	$791K	Buy	8,667 +55	+0.6%	+$4.59K	0.04%	337
2023 Q4	$682K	Sell	8,612 -651	-7%	-$47.8K	0.04%	276
2023 Q3	$669K	Sell	9,263 -325	-3%	-$24.5K	0.05%	267
2023 Q2	$719K	Buy	9,588 +635	+7%	+$45.3K	0.05%	259
2023 Q1	$640K	Buy	8,953 +3	+0%	+$214	0.04%	277
2022 Q4	$611K	Sell	8,950 -1,254	-12%	-$86.2K	0.05%	254
2022 Q3	$643K	Sell	10,204 -1,208	-11%	-$83.4K	0.05%	226
2022 Q2	$727K	Buy	11,412 +414	+4%	+$29.1K	0.07%	195
2022 Q1	$849K	Sell	10,998 -6,335	-37%	-$490K	0.07%	190
2021 Q4	$1.48M	Sell	17,333 -2,893	-14%	-$243K	0.12%	133
2021 Q3	$1.6M	Buy	20,226 +1,148	+6%	+$93.2K	0.13%	130
2021 Q2	$1.54M	Sell	19,078 -453	-2%	-$36.4K	0.16%	126
2021 Q1	$1.53M	Sell	19,531 -1,972	-9%	-$152K	0.16%	128
2020 Q4	$1.55M	Sell	21,503 -3,797	-15%	-$253K	0.19%	114
2020 Q3	$1.51M	Sell	25,300 -1,632	-6%	-$97.1K	0.22%	104
2020 Q2	$1.51M	Buy	26,932 +444	+2%	+$23.1K	0.24%	105
2020 Q1	$1.18M	Sell	26,488 -1,724	-6%	-$94.8K	0.23%	108
2019 Q4	$1.68M	Sell	28,212 -280	-1%	-$16K	0.27%	100
2019 Q3	$1.59M	Buy	28,492 +1,488	+6%	+$83.7K	0.28%	94
2019 Q2	$1.53M	Buy	27,004 +420	+2%	+$23.3K	0.27%	92
2019 Q1	$1.46M	Buy	26,584 +448	+2%	+$23.6K	0.31%	82
2018 Q4	$1.25M	Sell	26,136 -740	-3%	-$38.7K	0.3%	85
2018 Q3	$1.56M	Buy	26,876 +1,000	+4%	+$58.1K	0.33%	75
2018 Q2	$1.45M	Buy	25,876 +1,428	+6%	+$79.8K	0.33%	80
2018 Q1	$1.33M	Buy	24,448 +5,088	+26%	+$281K	0.31%	86
2017 Q4	$1.04M	Buy	19,360 +4,104	+27%	+$216K	0.23%	103
2017 Q3	$772K	Buy	15,256 +2,180	+17%	+$107K	0.25%	101
2017 Q2	$643K	Sell	13,076 -1,836	-12%	-$89.3K	0.26%	91
2017 Q1	$712K	Sell	14,912 -620	-4%	-$29.2K	0.24%	105
2016 Q4	$707K	Buy	15,532 +28	+0.2%	+$1.23K	0.26%	102
2016 Q3	$677K	Buy	15,504 +1,060	+7%	+$46.5K	0.27%	102
2016 Q2	$611K	Sell	14,444 -116	-0.8%	-$4.81K	0.26%	101
2016 Q1	$592K	Buy	14,560 +1,440	+11%	+$55K	0.26%	101
2015 Q4	$528K	Sell	13,120 -208	-2%	-$8.51K	0.29%	90
2015 Q3	$523K	Buy	13,328 +76	+0.6%	+$3.17K	0.31%	92
2015 Q2	$562K	Buy	13,252 +356	+3%	+$15.2K	0.44%	47
2015 Q1	$553K	Sell	12,896 -16	-0.1%	-$662	0.43%	45
2014 Q4	$515K	Sell	12,912 -268	-2%	-$10.4K	0.41%	46
2014 Q3	$499K	Buy	13,180 +8	+0.1%	+$310	0.42%	45
2014 Q2	$517K	Sell	13,172 -8	-0.1%	-$302	0.43%	44
2014 Q1	$504K	Sell	13,180 -224	-2%	-$8.43K	0.42%	43
2013 Q4	$503K	Buy	+13,404	New	+$484K	0.48%	41

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Avior Wealth Management's IJK Position: Q2 2026 in Review

Avior Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 176% in Q2 2026, buying an estimated $1.73M and bringing the position to 24,472 shares worth $2.88M. The position accounts for 0.08% of the portfolio, ranked #210.

Avior Wealth Management first reported a position in IJK in Q4 2013 and has held it in 51 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Avior Wealth Management held 24,472 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.88M as of Q2 2026.
Avior Wealth Management bought 15,616 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.73M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #210 holding.
Avior Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and has held it in 51 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.