Atria Investments’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Atria Investments’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
2025 Q2	–	Sell	-8,120	Closed	-$792K	–	2034
2025 Q1	$792K	Buy	+8,120	New	+$857K	0.01%	1112
2022 Q3	–	Sell	-73,967	Closed	-$6.58M	–	767
2022 Q2	$6.58M	Buy	+73,967	New	+$7.09M	0.14%	183
2021 Q3	–	Sell	-13,057	Closed	-$1.38M	–	806
2021 Q2	$1.38M	Buy	+13,057	New	+$1.36M	0.03%	648
2018 Q4	–	Sell	-36,014	Closed	-$3.01M	–	947
2018 Q3	$3.01M	Buy	36,014 +17,846	+98%	+$1.51M	0.12%	150
2018 Q2	$1.48M	Buy	+18,168	New	+$1.45M	0.07%	290
2017 Q1	–	Sell	-24,396	Closed	-$1.71M	–	693
2016 Q4	$1.71M	Buy	+24,396	New	+$1.6M	0.13%	161
2014 Q1	–	Sell	-30,262	Closed	-$1.68M	–	442
2013 Q4	$1.68M	Buy	30,262 +8,204	+37%	+$438K	0.17%	114
2013 Q3	$1.13M	Buy	22,058 +6,980	+46%	+$347K	0.12%	146
2013 Q2	$704K	Buy	+15,078	New	+$691K	0.09%	141

Other funds holding IJS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Investments's IJS Position: Q2 2025 in Review

Atria Investments sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2025, closing a stake of 8,120 shares — an estimated $792K sold.

Atria Investments first reported a position in IJS in Q2 2013 and held it in 9 quarters. The position peaked at $6.58M in Q2 2022. 785 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

Atria Investments reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q2 2025 after selling out during the quarter.
Atria Investments sold 8,120 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $792K.
Atria Investments first reported a position in iShares S&P Small-Cap 600 Value ETF in Q2 2013 and held it in 9 quarters.
Atria Investments's iShares S&P Small-Cap 600 Value ETF position peaked at $6.58M in Q2 2022.
785 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.