Avior Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $321K | Sell |
1,798
-248
| -12% | -$40.2K | 0.01% | 639 |
|
|
2026
Q1 | $296K | Sell |
2,046
-176
| -8% | -$26.1K | 0.01% | 691 |
|
|
2025
Q4 | $314K | Buy |
2,222
+2
| +0.1% | +$283 | 0.01% | 601 |
|
|
2025
Q3 | $314K | Buy |
2,220
+136
| +7% | +$18.8K | 0.01% | 578 |
|
|
2025
Q2 | $277K | Buy |
2,084
+200
| +11% | +$25.1K | 0.01% | 590 |
|
|
2025
Q1 | $235K | Buy |
1,884
+1
| +0.1% | +$134 | 0.01% | 616 |
|
|
2024
Q4 | $255K | Hold |
1,883
| – | – | 0.01% | 635 |
|
|
2024
Q3 | $263K | Sell |
1,883
-22
| -1% | -$2.97K | 0.01% | 627 |
|
|
2024
Q2 | $245K | Buy |
1,905
+126
| +7% | +$16.1K | 0.01% | 622 |
|
|
2024
Q1 | $233K | Sell |
1,779
-98
| -5% | -$12.2K | 0.01% | 666 |
|
|
2023
Q4 | $235K | Sell |
1,877
-299
| -14% | -$33.5K | 0.01% | 492 |
|
|
2023
Q3 | $239K | Hold |
2,176
| – | – | 0.02% | 489 |
|
|
2023
Q2 | $250K | Buy |
2,176
+96
| +5% | +$10.5K | 0.02% | 482 |
|
|
2023
Q1 | $229K | Sell |
2,080
-10
| -0.5% | -$1.13K | 0.02% | 505 |
|
|
2022
Q4 | $226K | Sell |
2,090
-420
| -17% | -$46.2K | 0.02% | 449 |
|
|
2022
Q3 | $255K | Buy |
2,510
+65
| +3% | +$7.3K | 0.02% | 415 |
|
|
2022
Q2 | $257K | Sell |
2,445
-317
| -11% | -$35.9K | 0.03% | 379 |
|
|
2022
Q1 | $345K | Sell |
2,762
-936
| -25% | -$118K | 0.03% | 360 |
|
|
2021
Q4 | $513K | Sell |
3,698
-449
| -11% | -$61.1K | 0.04% | 325 |
|
|
2021
Q3 | $539K | Sell |
4,147
-27
| -0.6% | -$3.56K | 0.04% | 301 |
|
|
2021
Q2 | $553K | Sell |
4,174
-301
| -7% | -$39.2K | 0.06% | 284 |
|
|
2021
Q1 | $573K | Sell |
4,475
-1,460
| -25% | -$185K | 0.06% | 270 |
|
|
2020
Q4 | $677K | Sell |
5,935
-1,121
| -16% | -$114K | 0.08% | 202 |
|
|
2020
Q3 | $622K | Sell |
7,056
-116
| -2% | -$10.4K | 0.09% | 195 |
|
|
2020
Q2 | $608K | Buy |
7,172
+108
| +2% | +$8.42K | 0.1% | 193 |
|
|
2020
Q1 | $487K | Sell |
7,064
-4,618
| -40% | -$408K | 0.1% | 201 |
|
|
2019
Q4 | $1.13M | Buy |
11,682
+1,368
| +13% | +$126K | 0.18% | 126 |
|
|
2019
Q3 | $920K | Sell |
10,314
-3,124
| -23% | -$282K | 0.16% | 128 |
|
|
2019
Q2 | $1.23M | Buy |
13,438
+7,044
| +110% | +$633K | 0.22% | 104 |
|
|
2019
Q1 | $570K | Buy |
6,394
+120
| +2% | +$10.6K | 0.12% | 177 |
|
|
2018
Q4 | $506K | Buy |
6,274
+30
| +0.5% | +$2.67K | 0.12% | 166 |
|
|
2018
Q3 | $630K | Buy |
6,244
+70
| +1% | +$7.04K | 0.13% | 149 |
|
|
2018
Q2 | $583K | Buy |
6,174
+112
| +2% | +$10.3K | 0.13% | 149 |
|
|
2018
Q1 | $527K | Buy |
6,062
+1,232
| +26% | +$107K | 0.12% | 161 |
|
|
2017
Q4 | $411K | Buy |
4,830
+1,032
| +27% | +$86.3K | 0.09% | 197 |
|
|
2017
Q3 | $312K | Buy |
3,798
+246
| +7% | +$19.2K | 0.1% | 120 |
|
|
2017
Q2 | $277K | Sell |
3,552
-102
| -3% | -$7.84K | 0.11% | 104 |
|
|
2017
Q1 | $280K | Sell |
3,654
-54
| -1% | -$4.09K | 0.09% | 131 |
|
|
2016
Q4 | $278K | Buy |
3,708
+214
| +6% | +$15.1K | 0.1% | 125 |
|
|
2016
Q3 | $240K | Buy |
3,494
+214
| +7% | +$14.4K | 0.09% | 130 |
|
|
2016
Q2 | $211K | Sell |
3,280
-482
| -13% | -$30.3K | 0.09% | 126 |
|
|
2016
Q1 | $234K | Buy |
3,762
+44
| +1% | +$2.56K | 0.1% | 119 |
|
|
2015
Q4 | $231K | Buy |
3,718
+2
| +0.1% | +$127 | 0.13% | 110 |
|
|
2015
Q3 | $223K | Sell |
3,716
-100
| -3% | -$6.4K | 0.13% | 106 |
|
|
2015
Q2 | $250K | Buy |
3,816
+448
| +13% | +$29.2K | 0.2% | 58 |
|
|
2015
Q1 | $219K | Sell |
3,368
-344
| -9% | -$21.6K | 0.17% | 60 |
|
|
2014
Q4 | $227K | Sell |
3,712
-574
| -13% | -$33.7K | 0.18% | 60 |
|
|
2014
Q3 | $241K | Sell |
4,286
-806
| -16% | -$47.1K | 0.2% | 54 |
|
|
2014
Q2 | $307K | Sell |
5,092
-682
| -12% | -$39.6K | 0.26% | 50 |
|
|
2014
Q1 | $343K | Sell |
5,774
-834
| -13% | -$49K | 0.29% | 46 |
|
|
2013
Q4 | $392K | Buy |
+6,608
| New | +$376K | 0.37% | 46 |
|
Other funds holding IJT
Avior Wealth Management's IJT Position: Q2 2026 in Review
Avior Wealth Management reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 12% in Q2 2026, selling an estimated $40.2K and leaving 1,798 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #639.
Avior Wealth Management first reported a position in IJT in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.23M in Q2 2019. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.
- Avior Wealth Management held 1,798 shares of iShares S&P Small-Cap 600 Growth ETF worth $321K as of Q2 2026.
- Avior Wealth Management sold 248 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $40.2K.
- iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #639 holding.
- Avior Wealth Management first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and has held it in 51 quarters since.
- Avior Wealth Management's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.23M in Q2 2019.
- 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.