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

Atria Investments’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$426K Sell
2,945
-58
-2% -$8.61K ﹤0.01% 1533
2025
Q4 		$424K Sell
3,003
-80
-3% -$11.3K ﹤0.01% 1546
2025
Q3 		$436K Buy
3,083
+55
+2% +$7.59K 0.01% 1501
2025
Q2 		$403K Sell
3,028
-1,381
-31% -$173K ﹤0.01% 1541
2025
Q1 		$549K Buy
4,409
+942
+27% +$126K 0.01% 1304
2024
Q4 		$469K Sell
3,467
-55
-2% -$7.78K 0.01% 1359
2024
Q3 		$491K Sell
3,522
-189
-5% -$25.5K 0.01% 1328
2024
Q2 		$477K Buy
+3,711
New +$475K 0.01% 1330
2020
Q1 		– Sell
-2,586
Closed -$250K – 848
2019
Q4 		$250K Buy
2,586
+188
+8% +$17.4K 0.01% 1048
2019
Q3 		$214K Sell
2,398
-74
-3% -$6.68K 0.01% 825
2019
Q2 		$218K Buy
+2,472
New +$222K 0.01% 876
2018
Q4 		– Sell
-46,390
Closed -$4.68M – 948
2018
Q3 		$4.68M Buy
46,390
+5,616
+14% +$564K 0.18% 96
2018
Q2 		$3.85M Buy
+40,774
New +$3.74M 0.17% 110
2018
Q1 		– Sell
-16,830
Closed -$1.43M – 892
2017
Q4 		$1.43M Buy
+16,830
New +$1.41M 0.07% 263
2017
Q2 		– Sell
-23,304
Closed -$1.78M – 772
2017
Q1 		$1.78M Sell
23,304
-22,928
-50% -$1.74M 0.12% 192
2016
Q4 		$3.47M Buy
46,232
+23,914
+107% +$1.69M 0.26% 61
2016
Q3 		$1.53M Buy
+22,318
New +$1.51M 0.14% 137
2015
Q4 		– Sell
-52,432
Closed -$3.15M – 407
2015
Q3 		$3.15M Sell
52,432
-1,992
-4% -$127K 0.44% 39
2015
Q2 		$3.56M Buy
54,424
+2,816
+5% +$184K 0.42% 39
2015
Q1 		$3.36M Buy
+51,608
New +$3.23M 0.38% 42
2014
Q1 		– Sell
-28,646
Closed -$1.7M – 443
2013
Q4 		$1.7M Buy
28,646
+7,162
+33% +$408K 0.17% 113
2013
Q3 		$1.16M Buy
21,484
+10,388
+94% +$542K 0.12% 138
2013
Q2 		$537K Buy
+11,096
New +$528K 0.07% 169

Other funds holding IJT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atria Investments's IJT Position: Q1 2026 in Review

Atria Investments reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.9% in Q1 2026, selling an estimated $8.61K and leaving 2,945 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Atria Investments first reported a position in IJT in Q2 2013 and has held it in 23 quarters since. The position peaked at $4.68M in Q3 2018. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

  • Atria Investments held 2,945 shares of iShares S&P Small-Cap 600 Growth ETF worth $426K as of Q1 2026.
  • Atria Investments sold 58 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $8.61K.
  • iShares S&P Small-Cap 600 Growth ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1533 holding.
  • Atria Investments first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 23 quarters since.
  • Atria Investments's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.68M in Q3 2018.
  • 757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.