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 Q2	$496K	Sell	2,777 -168	-6%	-$27.2K	0.01%	1523
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 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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments's IJT Position: Q2 2026 in Review

Atria Investments reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 5.7% in Q2 2026, selling an estimated $27.2K and leaving 2,777 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #1523.

Atria Investments first reported a position in IJT in Q2 2013 and has held it in 24 quarters since. The position peaked at $4.68M in Q3 2018. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Atria Investments held 2,777 shares of iShares S&P Small-Cap 600 Growth ETF worth $496K as of Q2 2026.
Atria Investments sold 168 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $27.2K.
iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1523 holding.
Atria Investments first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q2 2013 and has held it in 24 quarters since.
Atria Investments's iShares S&P Small-Cap 600 Growth ETF position peaked at $4.68M in Q3 2018.
820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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