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

Atlas Private Wealth 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	$281K	Buy	1,892 +5	+0.3%	+$686	0.06%	116
2026 Q1	$235K	Buy	1,887 +3	+0.2%	+$381	0.06%	122
2025 Q4	$226K	Buy	1,884 +7	+0.4%	+$837	0.05%	122
2025 Q3	$223K	Sell	1,877 -2,021	-52%	-$232K	0.05%	126
2025 Q2	$426K	Buy	3,898 +10	+0.3%	+$1.03K	0.05%	126
2025 Q1	$407K	Buy	3,888 +1,900	+96%	+$214K	0.06%	123
2024 Q4	$229K	Buy	1,988 +10	+0.5%	+$1.2K	0.03%	152
2024 Q3	$231K	Sell	1,978 -215	-10%	-$24.3K	0.03%	143
2024 Q2	$234K	Buy	+2,193	New	+$235K	0.04%	140
2024 Q1	–	Sell	-3,761	Closed	-$407K	–	138
2023 Q4	$407K	Sell	3,761 -782	-17%	-$75.4K	0.08%	100
2023 Q3	$428K	Sell	4,543 -47	-1%	-$4.7K	0.08%	117
2023 Q2	$457K	Buy	4,590 +2,076	+83%	+$198K	0.09%	115
2023 Q1	$243K	Sell	2,514 -56	-2%	-$5.6K	0.11%	110
2022 Q4	$243K	Sell	2,570 -1,553	-38%	-$149K	0.13%	114
2022 Q3	$359K	Buy	+4,123	New	+$400K	0.22%	89
2022 Q2	–	Sell	-2,115	Closed	-$228K	–	139
2022 Q1	$228K	Sell	2,115 -1,362	-39%	-$147K	0.1%	123
2021 Q4	$398K	Sell	3,477 -1,721	-33%	-$196K	0.18%	100
2021 Q3	$568K	Sell	5,198 -998	-16%	-$110K	0.3%	81
2021 Q2	$700K	Sell	6,196 -1,308	-17%	-$146K	0.38%	62
2021 Q1	$814K	Buy	7,504 +146	+2%	+$15.3K	0.45%	46
2020 Q4	$676K	Sell	7,358 -1,576	-18%	-$129K	0.45%	48
2020 Q3	$627K	Sell	8,934 -790	-8%	-$56.6K	0.52%	43
2020 Q2	$664K	Buy	+9,724	New	+$614K	0.59%	39

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atlas Private Wealth Advisors's IJR Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 0.26% in Q2 2026, buying an estimated $686 and bringing the position to 1,892 shares worth $281K. The position accounts for 0.06% of the portfolio, ranked #116.

Atlas Private Wealth Advisors first reported a position in IJR in Q2 2020 and has held it in 23 quarters since. The position peaked at $814K in Q1 2021. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Atlas Private Wealth Advisors held 1,892 shares of iShares Core S&P Small-Cap ETF worth $281K as of Q2 2026.
Atlas Private Wealth Advisors bought 5 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $686.
iShares Core S&P Small-Cap ETF made up 0.06% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Atlas Private Wealth Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 23 quarters since.
Atlas Private Wealth Advisors's iShares Core S&P Small-Cap ETF position peaked at $814K in Q1 2021.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.