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AtlasMark Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

AtlasMark Financial’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 		$8.98M Buy
60,562
+9,580
+19% +$1.31M 4.42% 6
2026
Q1 		$6.13M Hold
50,982
– – 3.96% 7
2025
Q4 		$6.13M Sell
50,982
-181
-0.4% -$21.6K 3.96% 7
2025
Q3 		$6.08M Buy
51,163
+5,126
+11% +$590K 4.06% 6
2025
Q2 		$5.03M Buy
46,037
+423
+0.9% +$43.7K 3.83% 6
2025
Q1 		$4.77M Buy
45,614
+409
+0.9% +$46.2K 4.42% 5
2024
Q4 		$5.21M Buy
45,205
+2,100
+5% +$251K 4.79% 5
2024
Q3 		$5.04M Buy
+43,105
New +$4.87M 4.69% 5
2023
Q2 		$4.26M Sell
42,745
-45
-0.1% -$4.29K 5.23% 5
2023
Q1 		$4.14M Buy
+42,790
New +$4.28M 5.42% 5
2022
Q3 		$3.75M Buy
43,002
+1,694
+4% +$165K 5.61% 4
2022
Q2 		$3.82M Buy
41,308
+1,247
+3% +$124K 5.53% 4
2022
Q1 		$4.32M Buy
40,061
+264
+0.7% +$28.5K 5.53% 4
2021
Q4 		$4.56M Buy
39,797
+237
+0.6% +$27K 5.51% 4
2021
Q3 		$4.32M Buy
39,560
+12
+0% +$1.32K 5.77% 4
2021
Q2 		$4.47M Sell
39,548
-143
-0.4% -$15.9K 5.85% 4
2021
Q1 		$4.31M Buy
39,691
+422
+1% +$44.2K 6.02% 4
2020
Q4 		$3.61M Buy
39,269
+393
+1% +$32.3K 5.46% 4
2020
Q3 		$2.73M Buy
38,876
+4,448
+13% +$319K 4.73% 6
2020
Q2 		$2.35M Buy
34,428
+11,559
+51% +$730K 4.64% 6
2020
Q1 		$1.28M Buy
22,869
+4,618
+25% +$344K 3.2% 8
2019
Q4 		$1.53M Buy
18,251
+1,059
+6% +$85.2K 3.51% 7
2019
Q3 		$1.34M Buy
+17,192
New +$1.33M 3.34% 8

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

AtlasMark Financial's IJR Position: Q2 2026 in Review

AtlasMark Financial increased its iShares Core S&P Small-Cap ETF (IJR) stake by 19% in Q2 2026, buying an estimated $1.31M and bringing the position to 60,562 shares worth $8.98M. The position accounts for 4.42% of the portfolio, ranked #6.

AtlasMark Financial first reported a position in IJR in Q3 2019 and has held it in 23 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • AtlasMark Financial held 60,562 shares of iShares Core S&P Small-Cap ETF worth $8.98M as of Q2 2026.
  • AtlasMark Financial bought 9,580 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $1.31M.
  • iShares Core S&P Small-Cap ETF made up 4.42% of AtlasMark Financial's portfolio in Q2 2026, its #6 holding.
  • AtlasMark Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 23 quarters since.
  • 2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on AtlasMark Financial's 13F filing for Q2 2026, filed 17 Aug 2026.