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IJR icon

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
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 $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AtlasMark Financial's IJR Position: Q1 2026 in Review

AtlasMark Financial held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q1 2026 at 50,982 shares worth $6.13M. The position accounts for 3.96% of the portfolio, ranked #7.

AtlasMark Financial first reported a position in IJR in Q3 2019 and has held it in 22 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • AtlasMark Financial held 50,982 shares of iShares Core S&P Small-Cap ETF worth $6.13M as of Q1 2026.
  • AtlasMark Financial left its iShares Core S&P Small-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Small-Cap ETF made up 3.96% of AtlasMark Financial's portfolio in Q1 2026, its #7 holding.
  • AtlasMark Financial first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and has held it in 22 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.