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Atlas Capital Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Atlas Capital Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$666K Buy
4,489
+246
+6% +$33.8K 0.07% 232
2026
Q1 		$527K Sell
4,243
-886
-17% -$113K 0.06% 249
2025
Q4 		$616K Buy
+5,129
New +$613K 0.07% 229
2025
Q2 		$12.3K Sell
113
-136
-55% -$14.1K ﹤0.01% 757
2025
Q1 		$26K Buy
+249
New +$28.1K ﹤0.01% 707
2024
Q2 		– Sell
-29
Closed -$3.21K – 937
2024
Q1 		$3.21K Buy
29
+7
+32% +$743 ﹤0.01% 787
2023
Q4 		$2.38K Sell
22
-45
-67% -$4.34K ﹤0.01% 823
2023
Q3 		$6.32K Buy
67
+58
+644% +$5.79K ﹤0.01% 748
2023
Q2 		$896 Hold
9
– – ﹤0.01% 844
2023
Q1 		$870 Buy
9
+2
+29% +$200 ﹤0.01% 856
2022
Q4 		$662 Hold
7
– – ﹤0.01% 863
2022
Q3 		$610 Sell
7
-4
-36% -$389 ﹤0.01% 877
2022
Q2 		$1.02K Sell
11
-200
-95% -$19.9K ﹤0.01% 932
2022
Q1 		$22.8K Hold
211
– – ﹤0.01% 624
2021
Q4 		$24.2K Sell
211
-185
-47% -$21.1K ﹤0.01% 614
2021
Q3 		$43.2K Buy
396
+196
+98% +$21.6K 0.01% 532
2021
Q2 		$22.6K Hold
200
– – ﹤0.01% 637
2021
Q1 		$21.7K Buy
+200
New +$20.9K ﹤0.01% 594
2020
Q2 		– Sell
-300
Closed -$16.8K – 704
2020
Q1 		$16.8K Hold
300
– – 0.01% 542
2019
Q4 		$25.2K Hold
300
– – 0.01% 520
2019
Q3 		$23.4K Buy
+300
New +$23.2K 0.01% 518

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Atlas Capital Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 5.8% in Q2 2026, buying an estimated $33.8K and bringing the position to 4,489 shares worth $666K. The position accounts for 0.07% of the portfolio, ranked #232.

Atlas Capital Advisors first reported a position in IJR in Q3 2019 and has held it in 21 quarters since. 2,848 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Atlas Capital Advisors held 4,489 shares of iShares Core S&P Small-Cap ETF worth $666K as of Q2 2026.
  • Atlas Capital Advisors bought 246 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $33.8K.
  • iShares Core S&P Small-Cap ETF made up 0.07% of Atlas Capital Advisors's portfolio in Q2 2026, its #232 holding.
  • Atlas Capital Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 21 quarters since.
  • 2,848 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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