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Atomi Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Atomi Financial Group’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 		$11.3M Buy
91,049
+5,234
+6% +$665K 0.35% 57
2025
Q4 		$10.3M Buy
85,815
+7,837
+10% +$937K 0.3% 59
2025
Q3 		$9.27M Buy
77,978
+39,857
+105% +$4.58M 0.3% 61
2025
Q2 		$4.17M Buy
38,121
+10,432
+38% +$1.08M 0.16% 103
2025
Q1 		$2.9M Sell
27,689
-7,904
-22% -$892K 0.13% 123
2024
Q4 		$4.1M Sell
35,593
-1,045
-3% -$125K 0.21% 89
2024
Q3 		$4.29M Buy
36,638
+2,063
+6% +$233K 0.27% 75
2024
Q2 		$3.69M Sell
34,575
-3,454
-9% -$370K 0.27% 77
2024
Q1 		$4.2M Sell
38,029
-11,729
-24% -$1.25M 0.39% 53
2023
Q4 		$5.39M Buy
49,758
+43,467
+691% +$4.19M 0.75% 22
2023
Q3 		$593K Buy
+6,291
New +$628K 0.2% 128

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

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

Atomi Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.1% in Q1 2026, buying an estimated $665K and bringing the position to 91,049 shares worth $11.3M. The position accounts for 0.35% of the portfolio, ranked #57.

Atomi Financial Group first reported a position in IJR in Q3 2023 and has held it in 11 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Atomi Financial Group held 91,049 shares of iShares Core S&P Small-Cap ETF worth $11.3M as of Q1 2026.
  • Atomi Financial Group bought 5,234 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $665K.
  • iShares Core S&P Small-Cap ETF made up 0.35% of Atomi Financial Group's portfolio in Q1 2026, its #57 holding.
  • Atomi Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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