Atria Investments’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Atria Investments’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	$937K	Buy	+6,343	New	+$897K	0.01%	1158
2025 Q2	–	Sell	-7,835	Closed	-$938K	–	2033
2025 Q1	$938K	Buy	+7,835	New	+$981K	0.01%	1027
2024 Q2	–	Sell	-13,327	Closed	-$1.58M	–	1910
2024 Q1	$1.58M	Buy	13,327 +676	+5%	+$76.1K	0.02%	752
2023 Q4	$1.44M	Buy	+12,651	New	+$1.3M	0.02%	736
2023 Q2	–	Sell	-11,726	Closed	-$1.21M	–	857
2023 Q1	$1.21M	Buy	+11,726	New	+$1.25M	0.02%	735
2019 Q2	–	Sell	-50,130	Closed	-$3.94M	–	1026
2019 Q1	$3.94M	Buy	+50,130	New	+$3.88M	0.17%	117
2017 Q2	–	Sell	-41,380	Closed	-$3.07M	–	771
2017 Q1	$3.07M	Sell	41,380 -6,782	-14%	-$503K	0.2%	99
2016 Q4	$3.5M	Sell	48,162 -5,322	-10%	-$368K	0.27%	59
2016 Q3	$3.56M	Sell	53,484 -5,246	-9%	-$347K	0.33%	50
2016 Q2	$3.78M	Sell	58,730 -5,412	-8%	-$341K	0.41%	38
2016 Q1	$3.98M	Buy	+64,142	New	+$3.64M	0.45%	34
2014 Q3	–	Sell	-38,070	Closed	-$2.42M	–	471
2014 Q2	$2.42M	Buy	38,070 +868	+2%	+$52.8K	0.24%	82
2014 Q1	$2.24M	Buy	+37,202	New	+$2.18M	0.23%	81
2013 Q3	–	Sell	-10,512	Closed	-$532K	–	461
2013 Q2	$532K	Buy	+10,512	New	+$532K	0.06%	171

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 22.9% 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

Atria Investments's IJJ Position: Q2 2026 in Review

Atria Investments opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2026: 6,343 shares worth $937K. The stake represents 0.01% of the portfolio and ranks #1158 among its holdings. This is a return to the name: Atria Investments previously reported a position in IJJ as recently as Q1 2025.

Atria Investments first reported a position in IJJ in Q2 2013 and has held it in 14 quarters since. The position peaked at $3.98M in Q1 2016. 881 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Atria Investments held 6,343 shares of iShares S&P Mid-Cap 400 Value ETF worth $937K as of Q2 2026.
iShares S&P Mid-Cap 400 Value ETF was a new Atria Investments position in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1158 holding.
Atria Investments first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 14 quarters since.
Atria Investments's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.98M in Q1 2016.
881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.