Atlas Capital Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Atlas Capital Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.3K	Buy	+70	New	+$9.9K	﹤0.01%	893
2023 Q2	–	Sell	-1,732	Closed	-$178K	–	904
2023 Q1	$178K	Buy	1,732 +1,254	+262%	+$134K	0.03%	380
2022 Q4	$48.2K	Buy	+478	New	+$47.7K	0.01%	543

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atlas Capital Advisors's IJJ Position: Q2 2026 in Review

Atlas Capital Advisors opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 70 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings. This is a return to the name: Atlas Capital Advisors previously reported a position in IJJ as recently as Q1 2023.

Atlas Capital Advisors first reported a position in IJJ in Q4 2022 and has held it in 3 quarters since. The position peaked at $178K in Q1 2023. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Atlas Capital Advisors held 70 shares of iShares S&P Mid-Cap 400 Value ETF worth $10.3K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Atlas Capital Advisors position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #893 holding.
Atlas Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2022 and has held it in 3 quarters since.
Atlas Capital Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $178K in Q1 2023.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.