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Atlas Capital Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Atlas Capital Advisors’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
2026
Q1 		$663K Hold
5,601
– – 0.08% 210
2025
Q4 		$637K Buy
+5,601
New +$628K 0.07% 222
2025
Q2 		$672K Hold
6,756
– – 0.08% 202
2025
Q1 		$659K Hold
6,756
– – 0.08% 206
2024
Q4 		$734K Hold
6,756
– – 0.09% 178
2024
Q3 		$727K Hold
6,756
– – 0.11% 163
2024
Q2 		$657K Hold
6,756
– – 0.09% 192
2024
Q1 		$694K Hold
6,756
– – 0.11% 166
2023
Q4 		$696K Sell
6,756
-28
-0.4% -$2.55K 0.1% 163
2023
Q3 		$605K Hold
6,784
– – 0.1% 162
2023
Q2 		$645K Hold
6,784
– – 0.1% 160
2023
Q1 		$635K Buy
6,784
+28
+0.4% +$2.74K 0.1% 154
2022
Q4 		$617K Hold
6,756
– – 0.1% 161
2022
Q3 		$557K Hold
6,756
– – 0.1% 165
2022
Q2 		$601K Hold
6,756
– – 0.1% 169
2022
Q1 		$692K Hold
6,756
– – 0.11% 168
2021
Q4 		$706K Hold
6,756
– – 0.11% 167
2021
Q3 		$680K Buy
+6,756
New +$682K 0.11% 153
2018
Q2 		– Sell
-2,376
Closed -$179K – 536
2018
Q1 		$179K Buy
+2,376
New +$183K 0.06% 291

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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Atlas Capital Advisors's IJS Position: Q1 2026 in Review

Atlas Capital Advisors held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q1 2026 at 5,601 shares worth $663K. The position accounts for 0.08% of the portfolio, ranked #210.

Atlas Capital Advisors first reported a position in IJS in Q1 2018 and has held it in 19 quarters since. The position peaked at $734K in Q4 2024. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Atlas Capital Advisors held 5,601 shares of iShares S&P Small-Cap 600 Value ETF worth $663K as of Q1 2026.
  • Atlas Capital Advisors left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q1 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.08% of Atlas Capital Advisors's portfolio in Q1 2026, its #210 holding.
  • Atlas Capital Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2018 and has held it in 19 quarters since.
  • Atlas Capital Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $734K in Q4 2024.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.