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Atomi Financial Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Atomi Financial Group’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 		$1.33M Sell
9,750
-834
-8% -$108K 0.03% 378
2026
Q1 		$1.25M Sell
10,584
-940
-8% -$114K 0.04% 361
2025
Q4 		$1.31M Sell
11,524
-732
-6% -$82K 0.04% 328
2025
Q3 		$1.36M Sell
12,256
-58,734
-83% -$6.24M 0.04% 287
2025
Q2 		$7.06M Buy
70,990
+6,661
+10% +$629K 0.27% 68
2025
Q1 		$6.27M Buy
64,329
+3,941
+7% +$416K 0.29% 71
2024
Q4 		$6.56M Buy
60,388
+9,664
+19% +$1.07M 0.33% 57
2024
Q3 		$5.46M Sell
50,724
-43,356
-46% -$4.5M 0.34% 56
2024
Q2 		$9.15M Buy
94,080
+38,527
+69% +$3.79M 0.68% 31
2024
Q1 		$5.71M Buy
55,553
+35,022
+171% +$3.48M 0.53% 35
2023
Q4 		$2.12M Sell
20,531
-9,122
-31% -$831K 0.29% 70
2023
Q3 		$2.65M Buy
29,653
+18,263
+160% +$1.74M 0.88% 20
2023
Q2 		$1.08M Buy
11,390
+6,342
+126% +$580K 0.49% 50
2023
Q1 		$472K Buy
+5,048
New +$493K 0.26% 106

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

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

Atomi Financial Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 7.9% in Q2 2026, selling an estimated $108K and leaving 9,750 shares worth $1.33M. The position accounts for 0.03% of the portfolio, ranked #378.

Atomi Financial Group first reported a position in IJS in Q1 2023 and has held it in 14 quarters since. The position peaked at $9.15M in Q2 2024. 888 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • Atomi Financial Group held 9,750 shares of iShares S&P Small-Cap 600 Value ETF worth $1.33M as of Q2 2026.
  • Atomi Financial Group sold 834 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 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #378 holding.
  • Atomi Financial Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $9.15M in Q2 2024.
  • 888 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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