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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
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% +$9.69K 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

AtlasMark Financial's IJS Position: Q2 2026 in Review

AtlasMark Financial reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 4.1% in Q2 2026, selling an estimated $108K and leaving 19,360 shares worth $2.65M. The position accounts for 1.3% of the portfolio, ranked #18.

AtlasMark Financial first reported a position in IJS in Q3 2019 and has held it in 23 quarters since. 887 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • AtlasMark Financial held 19,360 shares of iShares S&P Small-Cap 600 Value ETF worth $2.65M as of Q2 2026.
  • AtlasMark Financial sold 836 iShares S&P Small-Cap 600 Value ETF shares in Q2 2026, an estimated $108K.
  • iShares S&P Small-Cap 600 Value ETF made up 1.3% of AtlasMark Financial's portfolio in Q2 2026, its #18 holding.
  • AtlasMark Financial first reported a position in iShares S&P Small-Cap 600 Value ETF in Q3 2019 and has held it in 23 quarters since.
  • 887 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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