AFG
IJS icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

Atomi Financial Group reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 8.2% in Q1 2026, selling an estimated $114K and leaving 10,584 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #361.

Atomi Financial Group first reported a position in IJS in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.15M in Q2 2024. 843 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • Atomi Financial Group held 10,584 shares of iShares S&P Small-Cap 600 Value ETF worth $1.25M as of Q1 2026.
  • Atomi Financial Group sold 940 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $114K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #361 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 13 quarters since.
  • Atomi Financial Group's iShares S&P Small-Cap 600 Value ETF position peaked at $9.15M in Q2 2024.
  • 843 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

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