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 Q2	$1.08M	Sell	7,300 -319	-4%	-$45.1K	0.03%	446
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 $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atomi Financial Group's IJJ Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 4.2% in Q2 2026, selling an estimated $45.1K and leaving 7,300 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #446.

Atomi Financial Group first reported a position in IJJ in Q1 2024 and has held it in 10 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Atomi Financial Group held 7,300 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.08M as of Q2 2026.
Atomi Financial Group sold 319 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $45.1K.
iShares S&P Mid-Cap 400 Value ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #446 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 10 quarters since.
879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.