Ownership history in Avior Wealth Management, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Avior Wealth Management, LLC underperformed the S&P 500 by β8.5% annually on this IMCG position. Timing score: 57% (4/7 decisions correct). Average cost basis: $69.53. Maximum drawdown during holding period: β5.3%.
β Significantly underperformed the S&P 500 by 8.5% ann.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $66.80 (2024 Q2) Β· Worst: $82.39 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 1 trim. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.56% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.