Atomi Financial Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Atomi Financial Group’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Hold	7,619	–	–	0.03%	439
2025 Q4	$1M	Buy	7,619 +231	+3%	+$30.1K	0.03%	409
2025 Q3	$958K	Sell	7,388 -20	-0.3%	-$2.56K	0.03%	394
2025 Q2	$915K	Sell	7,408 -23	-0.3%	-$2.71K	0.03%	367
2025 Q1	$890K	Buy	7,431 +2,665	+56%	+$334K	0.04%	344
2024 Q4	$596K	Buy	4,766 +1,960	+70%	+$250K	0.03%	413
2024 Q3	$347K	Sell	2,806 -59	-2%	-$7.01K	0.02%	607
2024 Q2	$325K	Sell	2,865 -21	-0.7%	-$2.4K	0.02%	559
2024 Q1	$341K	Buy	+2,886	New	+$325K	0.03%	486

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Atomi Financial Group's IJJ Position: Q1 2026 in Review

Atomi Financial Group held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q1 2026 at 7,619 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #439.

Atomi Financial Group first reported a position in IJJ in Q1 2024 and has held it in 9 quarters since. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Atomi Financial Group held 7,619 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.01M as of Q1 2026.
Atomi Financial Group left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #439 holding.
Atomi Financial Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 9 quarters since.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.