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Atala Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Atala Financial’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
2025
Q2 		– Sell
-202
Closed -$19.7K – 275
2025
Q1 		$19.7K Hold
202
– – 0.01% 245
2024
Q4 		$21.9K Buy
+202
New +$22.4K 0.02% 242

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atala Financial's IJS Position: Q2 2025 in Review

Atala Financial sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 202 shares — an estimated $19.7K sold.

Atala Financial first reported a position in IJS in Q4 2024 and held it in 2 quarters. The position peaked at $21.9K in Q4 2024. 782 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

  • Atala Financial reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 202 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $19.7K.
  • Atala Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $21.9K in Q4 2024.
  • 782 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.