Atria Investments’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.98M | Sell |
72,251
-8,322
| -10% | -$1.06M | 0.1% | 219 |
|
|
2025
Q4 | $9.68M | Buy |
80,573
+28,184
| +54% | +$3.37M | 0.11% | 200 |
|
|
2025
Q3 | $6.23M | Sell |
52,389
-5,258
| -9% | -$605K | 0.07% | 314 |
|
|
2025
Q2 | $6.3M | Sell |
57,647
-2,871
| -5% | -$297K | 0.07% | 306 |
|
|
2025
Q1 | $6.33M | Buy |
60,518
+6,340
| +12% | +$715K | 0.08% | 291 |
|
|
2024
Q4 | $6.24M | Sell |
54,178
-7,016
| -11% | -$838K | 0.08% | 289 |
|
|
2024
Q3 | $7.16M | Sell |
61,194
-15,701
| -20% | -$1.77M | 0.09% | 257 |
|
|
2024
Q2 | $8.2M | Sell |
76,895
-12,698
| -14% | -$1.36M | 0.11% | 213 |
|
|
2024
Q1 | $9.9M | Sell |
89,593
-16,833
| -16% | -$1.79M | 0.14% | 174 |
|
|
2023
Q4 | $11.5M | Buy |
106,426
+29,883
| +39% | +$2.88M | 0.18% | 135 |
|
|
2023
Q3 | $7.22M | Buy |
76,543
+13,623
| +22% | +$1.36M | 0.13% | 194 |
|
|
2023
Q2 | $6.27M | Sell |
62,920
-10,097
| -14% | -$961K | 0.11% | 211 |
|
|
2023
Q1 | $7.06M | Sell |
73,017
-56,159
| -43% | -$5.61M | 0.13% | 182 |
|
|
2022
Q4 | $12.2M | Sell |
129,176
-13,378
| -9% | -$1.28M | 0.25% | 91 |
|
|
2022
Q3 | $12.4M | Buy |
142,554
+54,606
| +62% | +$5.3M | 0.27% | 76 |
|
|
2022
Q2 | $8.13M | Sell |
87,948
-108,540
| -55% | -$10.8M | 0.17% | 145 |
|
|
2022
Q1 | $21.2M | Sell |
196,488
-6,344
| -3% | -$685K | 0.37% | 49 |
|
|
2021
Q4 | $23.2M | Sell |
202,832
-35,253
| -15% | -$4.02M | 0.41% | 49 |
|
|
2021
Q3 | $26M | Sell |
238,085
-1,151,734
| -83% | -$127M | 0.47% | 37 |
|
|
2021
Q2 | $157M | Buy |
1,389,819
+177,297
| +15% | +$19.8M | 3.03% | 2 |
|
|
2021
Q1 | $132M | Buy |
1,212,522
+83,707
| +7% | +$8.76M | 2.91% | 1 |
|
|
2020
Q4 | $104M | Buy |
1,128,815
+975,577
| +637% | +$80.2M | 2.5% | 2 |
|
|
2020
Q3 | $10.8M | Buy |
153,238
+30,444
| +25% | +$2.18M | 0.33% | 66 |
|
|
2020
Q2 | $8.39M | Buy |
+122,794
| New | +$7.75M | 0.29% | 84 |
|
|
2020
Q1 | – | Sell |
-657,925
| Closed | -$55.2M | – | 847 |
|
|
2019
Q4 | $55.2M | Buy |
657,925
+465,055
| +241% | +$37.4M | 1.49% | 9 |
|
|
2019
Q3 | $15M | Buy |
192,870
+9,786
| +5% | +$758K | 0.54% | 34 |
|
|
2019
Q2 | $13.7M | Sell |
183,084
-391,137
| -68% | -$30.4M | 0.51% | 33 |
|
|
2019
Q1 | $44.3M | Buy |
574,221
+398,526
| +227% | +$30.6M | 1.87% | 10 |
|
|
2018
Q4 | $12.2M | Sell |
175,695
-1,016,827
| -85% | -$78.6M | 0.54% | 33 |
|
|
2018
Q3 | $104M | Buy |
1,192,522
+319,330
| +37% | +$28M | 4.11% | 3 |
|
|
2018
Q2 | $72.9M | Buy |
873,192
+119,873
| +16% | +$9.77M | 3.2% | 3 |
|
|
2018
Q1 | $58M | Sell |
753,319
-38,192
| -5% | -$2.97M | 2.8% | 3 |
|
|
2017
Q4 | $60.8M | Buy |
791,511
+187,016
| +31% | +$14.1M | 3.02% | 3 |
|
|
2017
Q3 | $44.9M | Buy |
604,495
+32,978
| +6% | +$2.31M | 2.44% | 5 |
|
|
2017
Q2 | $40.1M | Sell |
571,517
-61,210
| -10% | -$4.24M | 2.45% | 4 |
|
|
2017
Q1 | $43.8M | Sell |
632,727
-47,043
| -7% | -$3.24M | 2.85% | 3 |
|
|
2016
Q4 | $46.7M | Buy |
679,770
+115,774
| +21% | +$7.47M | 3.57% | 4 |
|
|
2016
Q3 | $35M | Buy |
563,996
+19,740
| +4% | +$1.21M | 3.22% | 4 |
|
|
2016
Q2 | $32M | Buy |
544,256
+19,638
| +4% | +$1.12M | 3.44% | 4 |
|
|
2016
Q1 | $29.5M | Sell |
524,618
-358,792
| -41% | -$18.7M | 3.36% | 4 |
|
|
2015
Q4 | $45.1M | Buy |
883,410
+698,384
| +377% | +$39.4M | 4.96% | 4 |
|
|
2015
Q3 | $9.86M | Buy |
185,026
+10,186
| +6% | +$578K | 1.36% | 12 |
|
|
2015
Q2 | $10.3M | Sell |
174,840
-25,586
| -13% | -$1.51M | 1.21% | 16 |
|
|
2015
Q1 | $11.8M | Buy |
200,426
+12,912
| +7% | +$740K | 1.34% | 14 |
|
|
2014
Q4 | $10.7M | Buy |
187,514
+36,846
| +24% | +$2.01M | 1.14% | 20 |
|
|
2014
Q3 | $7.86M | Buy |
150,668
+7,744
| +5% | +$421K | 0.8% | 26 |
|
|
2014
Q2 | $8.01M | Buy |
142,924
+2,062
| +1% | +$112K | 0.8% | 27 |
|
|
2014
Q1 | $7.76M | Sell |
140,862
-9,284
| -6% | -$502K | 0.79% | 23 |
|
|
2013
Q4 | $8.19M | Buy |
150,146
+22,292
| +17% | +$1.17M | 0.82% | 29 |
|
|
2013
Q3 | $6.38M | Buy |
127,854
+27,208
| +27% | +$1.31M | 0.66% | 32 |
|
|
2013
Q2 | $4.54M | Buy |
+100,646
| New | +$4.46M | 0.55% | 36 |
|
Other funds holding IJR
Atria Investments's IJR Position: Q1 2026 in Review
Atria Investments reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 10% in Q1 2026, selling an estimated $1.06M and leaving 72,251 shares worth $8.98M. The position accounts for 0.1% of the portfolio, ranked #219.
Atria Investments first reported a position in IJR in Q2 2013 and has held it in 51 quarters since. The position peaked at $157M in Q2 2021. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.
- Atria Investments held 72,251 shares of iShares Core S&P Small-Cap ETF worth $8.98M as of Q1 2026.
- Atria Investments sold 8,322 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.06M.
- iShares Core S&P Small-Cap ETF made up 0.1% of Atria Investments's portfolio in Q1 2026, its #219 holding.
- Atria Investments first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 51 quarters since.
- Atria Investments's iShares Core S&P Small-Cap ETF position peaked at $157M in Q2 2021.
- 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.