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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
Q2 		$14.4M Buy
97,283
+6,234
+7% +$856K 0.38% 56
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 $187B AUM 21.7% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Atomi Financial Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 6.8% in Q2 2026, buying an estimated $856K and bringing the position to 97,283 shares worth $14.4M. The position accounts for 0.38% of the portfolio, ranked #56.

Atomi Financial Group first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Atomi Financial Group held 97,283 shares of iShares Core S&P Small-Cap ETF worth $14.4M as of Q2 2026.
  • Atomi Financial Group bought 6,234 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $856K.
  • iShares Core S&P Small-Cap ETF made up 0.38% of Atomi Financial Group's portfolio in Q2 2026, its #56 holding.
  • Atomi Financial Group first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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