AWM
IJS icon

Avior Wealth Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Avior Wealth Management’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.69M Buy
34,320
+14,202
+71% +$1.83M 0.12% 147
2026
Q1 		$2.38M Sell
20,118
-1,172
-6% -$142K 0.07% 226
2025
Q4 		$2.42M Sell
21,290
-18
-0.1% -$2.02K 0.08% 179
2025
Q3 		$2.36M Sell
21,308
-457
-2% -$48.5K 0.08% 173
2025
Q2 		$2.17M Buy
21,765
+130
+0.6% +$12.3K 0.07% 176
2025
Q1 		$2.11M Buy
21,635
+1,274
+6% +$134K 0.08% 174
2024
Q4 		$2.21M Sell
20,361
-146
-0.7% -$16.2K 0.08% 166
2024
Q3 		$2.21M Buy
20,507
+1,968
+11% +$204K 0.09% 154
2024
Q2 		$1.8M Sell
18,539
-15
-0.1% -$1.47K 0.08% 173
2024
Q1 		$1.91M Buy
18,554
+12,758
+220% +$1.27M 0.09% 164
2023
Q4 		$597K Sell
5,796
-221
-4% -$20.1K 0.04% 304
2023
Q3 		$537K Sell
6,017
-6
-0.1% -$571 0.04% 309
2023
Q2 		$573K Sell
6,023
-536
-8% -$49K 0.04% 305
2023
Q1 		$614K Sell
6,559
-120
-2% -$11.7K 0.04% 288
2022
Q4 		$610K Sell
6,679
-536
-7% -$49.4K 0.05% 255
2022
Q3 		$594K Sell
7,215
-98
-1% -$9.07K 0.05% 238
2022
Q2 		$651K Sell
7,313
-240
-3% -$23K 0.07% 214
2022
Q1 		$773K Sell
7,553
-1,354
-15% -$138K 0.07% 210
2021
Q4 		$930K Sell
8,907
-1,685
-16% -$177K 0.08% 212
2021
Q3 		$1.07M Sell
10,592
-256
-2% -$25.8K 0.09% 175
2021
Q2 		$1.14M Sell
10,848
-3,492
-24% -$365K 0.11% 158
2021
Q1 		$1.44M Sell
14,340
-5,150
-26% -$488K 0.15% 132
2020
Q4 		$1.58M Sell
19,490
-11,264
-37% -$819K 0.2% 111
2020
Q3 		$1.88M Sell
30,754
-2,414
-7% -$152K 0.27% 85
2020
Q2 		$2M Buy
33,168
+3,010
+10% +$169K 0.31% 79
2020
Q1 		$1.51M Sell
30,158
-3,304
-10% -$229K 0.3% 90
2019
Q4 		$2.69M Buy
33,462
+7,204
+27% +$558K 0.43% 59
2019
Q3 		$1.97M Buy
26,258
+6,812
+35% +$501K 0.35% 79
2019
Q2 		$1.45M Buy
19,446
+1,752
+10% +$130K 0.26% 95
2019
Q1 		$1.3M Buy
17,694
+484
+3% +$35.8K 0.28% 92
2018
Q4 		$1.13M Sell
17,210
-216
-1% -$16K 0.27% 93
2018
Q3 		$1.46M Buy
17,426
+446
+3% +$37.7K 0.31% 86
2018
Q2 		$1.39M Buy
16,980
+618
+4% +$49.4K 0.31% 85
2018
Q1 		$1.23M Buy
16,362
+2,290
+16% +$176K 0.29% 90
2017
Q4 		$1.08M Buy
14,072
+2,258
+19% +$170K 0.24% 100
2017
Q3 		$876K Buy
11,814
+1,804
+18% +$126K 0.29% 98
2017
Q2 		$70K Buy
10,010
+334
+3% +$23.1K 0.03% 171
2017
Q1 		$671K Buy
9,676
+202
+2% +$14.1K 0.22% 107
2016
Q4 		$663K Buy
9,474
+300
+3% +$19.6K 0.25% 104
2016
Q3 		$573K Sell
9,174
-74
-0.8% -$4.54K 0.22% 105
2016
Q2 		$540K Buy
9,248
+204
+2% +$11.7K 0.23% 104
2016
Q1 		$512K Buy
9,044
+4,690
+108% +$243K 0.23% 103
2015
Q4 		$235K Buy
4,354
+8
+0.2% +$444 0.13% 108
2015
Q3 		$228K Buy
4,346
+2
+0% +$111 0.13% 105
2015
Q2 		$256K Buy
4,344
+6
+0.1% +$357 0.2% 56
2015
Q1 		$258K Sell
4,338
-126
-3% -$7.33K 0.2% 54
2014
Q4 		$263K Sell
4,464
-166
-4% -$9.37K 0.21% 53
2014
Q3 		$248K Sell
4,630
-452
-9% -$25.4K 0.21% 53
2014
Q2 		$293K Sell
5,082
-1,150
-18% -$64.4K 0.25% 53
2014
Q1 		$354K Sell
6,232
-1,998
-24% -$110K 0.3% 45
2013
Q4 		$458K Buy
+8,230
New +$439K 0.43% 44

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Avior Wealth Management increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 71% in Q2 2026, buying an estimated $1.83M and bringing the position to 34,320 shares worth $4.69M. The position accounts for 0.12% of the portfolio, ranked #147.

Avior Wealth Management first reported a position in IJS in Q4 2013 and has held it in 51 quarters since. 881 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Avior Wealth Management held 34,320 shares of iShares S&P Small-Cap 600 Value ETF worth $4.69M as of Q2 2026.
  • Avior Wealth Management bought 14,202 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $1.83M.
  • iShares S&P Small-Cap 600 Value ETF made up 0.12% of Avior Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Avior Wealth Management first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2013 and has held it in 51 quarters since.
  • 881 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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