AtlasMark Financial
IJS icon

AtlasMark Financial’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

AtlasMark Financial’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
Q3 		$2.41M Sell
18,844
-516
-3% -$70K 1.18% 19
2026
Q2 		$2.65M Sell
19,360
-836
-4% -$108K 1.3% 18
2026
Q1 		$2.3M Hold
20,196
– – 1.48% 18
2025
Q4 		$2.3M Sell
20,196
-629
-3% -$70.5K 1.48% 18
2025
Q3 		$2.3M Sell
20,825
-177
-0.8% -$18.8K 1.54% 19
2025
Q2 		$2.09M Sell
21,002
-38
-0.2% -$3.59K 1.59% 19
2025
Q1 		$2.05M Hold
21,040
– – 1.9% 17
2024
Q4 		$2.29M Buy
21,040
+275
+1% +$30.5K 2.1% 15
2024
Q3 		$2.24M Buy
+20,765
New +$2.16M 2.08% 15
2023
Q2 		$2.37M Sell
24,879
-40
-0.2% -$3.66K 2.91% 9
2023
Q1 		$2.33M Buy
+24,919
New +$2.43M 3.06% 10
2022
Q3 		$2.07M Buy
25,065
+2,153
+9% +$199K 3.09% 10
2022
Q2 		$2.04M Buy
22,912
+1,939
+9% +$186K 2.95% 10
2022
Q1 		$2.15M Buy
20,973
+189
+0.9% +$19.3K 2.75% 9
2021
Q4 		$2.17M Buy
20,784
+97
+0.5% +$10.2K 2.63% 9
2021
Q3 		$2.08M Buy
20,687
+96
+0.5% +$9.7K 2.78% 8
2021
Q2 		$2.17M Buy
20,591
+40
+0.2% +$4.18K 2.84% 8
2021
Q1 		$2.07M Buy
20,551
+243
+1% +$23K 2.89% 8
2020
Q4 		$1.65M Buy
20,308
+282
+1% +$20.5K 2.5% 10
2020
Q3 		$1.23M Buy
20,026
+1,200
+6% +$75.4K 2.12% 14
2020
Q2 		$1.13M Buy
18,826
+2,078
+12% +$116K 2.24% 13
2020
Q1 		$837K Buy
16,748
+5,722
+52% +$397K 2.09% 14
2019
Q4 		$886K Buy
11,026
+88
+0.8% +$6.82K 2.03% 15
2019
Q3 		$821K Buy
+10,938
New +$804K 2.05% 15

Other funds holding IJS

Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

AtlasMark Financial's IJS Position: Q3 2026 in Review

AtlasMark Financial reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 2.7% in Q3 2026, selling an estimated $70K and leaving 18,844 shares worth $2.41M. The position accounts for 1.18% of the portfolio, ranked #19.

AtlasMark Financial first reported a position in IJS in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.65M in Q2 2026. 368 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

  • AtlasMark Financial held 18,844 shares of iShares S&P Small-Cap 600 Value ETF worth $2.41M as of Q3 2026.
  • AtlasMark Financial sold 516 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $70K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.18% of AtlasMark Financial's portfolio in Q3 2026, its #19 holding.
  • AtlasMark Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2019 and has held it in 24 quarters since.
  • AtlasMark Financial's iShares S&P Small-Cap 600 Value ETF position peaked at $2.65M in Q2 2026.
  • 368 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on AtlasMark Financial's 13F filing for Q3 2026, filed 13 Oct 2026.