Avior 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 | $5.6M | Sell |
37,754
-3,262
| -8% | -$448K | 0.15% | 133 |
|
|
2026
Q1 | $5.1M | Sell |
41,016
-1,472
| -3% | -$187K | 0.14% | 135 |
|
|
2025
Q4 | $5.11M | Buy |
42,488
+3,110
| +8% | +$372K | 0.16% | 114 |
|
|
2025
Q3 | $4.68M | Sell |
39,378
-1,594
| -4% | -$183K | 0.15% | 113 |
|
|
2025
Q2 | $4.48M | Sell |
40,972
-9,273
| -18% | -$959K | 0.15% | 110 |
|
|
2025
Q1 | $5.25M | Sell |
50,245
-24,769
| -33% | -$2.79M | 0.2% | 88 |
|
|
2024
Q4 | $8.64M | Buy |
75,014
+2,686
| +4% | +$321K | 0.32% | 65 |
|
|
2024
Q3 | $8.46M | Sell |
72,328
-14,339
| -17% | -$1.62M | 0.34% | 61 |
|
|
2024
Q2 | $9.23M | Sell |
86,667
-107,417
| -55% | -$11.5M | 0.4% | 53 |
|
|
2024
Q1 | $21.5M | Sell |
194,084
-5,328
| -3% | -$566K | 1% | 21 |
|
|
2023
Q4 | $21.6M | Sell |
199,412
-33,238
| -14% | -$3.2M | 1.31% | 14 |
|
|
2023
Q3 | $21.9M | Buy |
232,650
+13,086
| +6% | +$1.31M | 1.48% | 12 |
|
|
2023
Q2 | $21.9M | Buy |
219,564
+4,472
| +2% | +$426K | 1.42% | 12 |
|
|
2023
Q1 | $20.8M | Buy |
215,092
+37,435
| +21% | +$3.74M | 1.43% | 12 |
|
|
2022
Q4 | $16.8M | Sell |
177,657
-14,037
| -7% | -$1.35M | 1.27% | 14 |
|
|
2022
Q3 | $16.7M | Buy |
191,694
+152,968
| +395% | +$14.9M | 1.38% | 13 |
|
|
2022
Q2 | $3.58M | Buy |
38,726
+724
| +2% | +$72K | 0.36% | 55 |
|
|
2022
Q1 | $4.1M | Buy |
38,002
+7,592
| +25% | +$819K | 0.35% | 62 |
|
|
2021
Q4 | $3.48M | Buy |
30,410
+2,002
| +7% | +$228K | 0.29% | 76 |
|
|
2021
Q3 | $3.1M | Buy |
28,408
+2,741
| +11% | +$302K | 0.26% | 76 |
|
|
2021
Q2 | $2.9M | Buy |
25,667
+3,517
| +16% | +$392K | 0.29% | 78 |
|
|
2021
Q1 | $2.4M | Buy |
22,150
+682
| +3% | +$71.4K | 0.26% | 88 |
|
|
2020
Q4 | $1.97M | Buy |
21,468
+6,587
| +44% | +$541K | 0.24% | 95 |
|
|
2020
Q3 | $1.04M | Sell |
14,881
-8,070
| -35% | -$578K | 0.15% | 139 |
|
|
2020
Q2 | $1.57M | Buy |
22,951
+4,164
| +22% | +$263K | 0.25% | 100 |
|
|
2020
Q1 | $1.05M | Buy |
18,787
+5,241
| +39% | +$390K | 0.21% | 118 |
|
|
2019
Q4 | $1.14M | Buy |
13,546
+352
| +3% | +$28.3K | 0.18% | 124 |
|
|
2019
Q3 | $1.03M | Buy |
13,194
+229
| +2% | +$17.7K | 0.18% | 120 |
|
|
2019
Q2 | $1.01M | Buy |
12,965
+391
| +3% | +$30.4K | 0.18% | 122 |
|
|
2019
Q1 | $970K | Buy |
12,574
+253
| +2% | +$19.4K | 0.21% | 107 |
|
|
2018
Q4 | $854K | Buy |
12,321
+440
| +4% | +$34K | 0.21% | 105 |
|
|
2018
Q3 | $1.04M | Sell |
11,881
-42
| -0.4% | -$3.68K | 0.22% | 101 |
|
|
2018
Q2 | $995K | Sell |
11,923
-1,334
| -10% | -$109K | 0.22% | 103 |
|
|
2018
Q1 | $1.02M | Buy |
13,257
+221
| +2% | +$17.2K | 0.24% | 104 |
|
|
2017
Q4 | $1M | Buy |
13,036
+372
| +3% | +$28K | 0.22% | 105 |
|
|
2017
Q3 | $940K | Buy |
12,664
+663
| +6% | +$46.5K | 0.31% | 96 |
|
|
2017
Q2 | $841K | Buy |
12,001
+6,326
| +111% | +$438K | 0.34% | 84 |
|
|
2017
Q1 | $392K | Buy |
5,675
+839
| +17% | +$57.9K | 0.13% | 122 |
|
|
2016
Q4 | $333K | Buy |
4,836
+360
| +8% | +$23.2K | 0.12% | 122 |
|
|
2016
Q3 | $278K | Buy |
4,476
+60
| +1% | +$3.67K | 0.11% | 123 |
|
|
2016
Q2 | $257K | Buy |
4,416
+236
| +6% | +$13.5K | 0.11% | 122 |
|
|
2016
Q1 | $235K | Buy |
4,180
+3,892
| +1,351% | +$203K | 0.1% | 118 |
|
|
2015
Q4 | $16K | Hold |
288
| – | – | 0.01% | 272 |
|
|
2015
Q3 | $15K | Hold |
288
| – | – | 0.01% | 256 |
|
|
2015
Q2 | $17K | Hold |
288
| – | – | 0.01% | 220 |
|
|
2015
Q1 | $17K | Hold |
288
| – | – | 0.01% | 212 |
|
|
2014
Q4 | $16K | Hold |
288
| – | – | 0.01% | 202 |
|
|
2014
Q3 | $15K | Hold |
288
| – | – | 0.01% | 209 |
|
|
2014
Q2 | $16K | Hold |
288
| – | – | 0.01% | 209 |
|
|
2014
Q1 | $16K | Buy |
+288
| New | +$15.6K | 0.01% | 204 |
|
Other funds holding IJR
Avior Wealth Management's IJR Position: Q2 2026 in Review
Avior Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8% in Q2 2026, selling an estimated $448K and leaving 37,754 shares worth $5.6M. The position accounts for 0.15% of the portfolio, ranked #133.
Avior Wealth Management first reported a position in IJR in Q1 2014 and has held it in 50 quarters since. The position peaked at $21.9M in Q3 2023. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.
- Avior Wealth Management held 37,754 shares of iShares Core S&P Small-Cap ETF worth $5.6M as of Q2 2026.
- Avior Wealth Management sold 3,262 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $448K.
- iShares Core S&P Small-Cap ETF made up 0.15% of Avior Wealth Management's portfolio in Q2 2026, its #133 holding.
- Avior Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and has held it in 50 quarters since.
- Avior Wealth Management's iShares Core S&P Small-Cap ETF position peaked at $21.9M in Q3 2023.
- 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.