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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-72,938
Closed -$8.73M – 1686
2025
Q1 		$8.73M Sell
72,938
-4,174
-5% -$523K 0.11% 210
2024
Q4 		$9.64M Buy
77,112
+3,208
+4% +$410K 0.11% 198
2024
Q3 		$9.14M Sell
73,904
-5,852
-7% -$696K 0.1% 207
2024
Q2 		$9.05M Sell
79,756
-2,625
-3% -$299K 0.1% 211
2024
Q1 		$9.74M Buy
82,381
+7,330
+10% +$825K 0.11% 196
2023
Q4 		$8.56M Buy
75,051
+1,430
+2% +$147K 0.11% 191
2023
Q3 		$7.46M Buy
73,621
+7,154
+11% +$765K 0.1% 201
2023
Q2 		$7.12M Buy
66,467
+5,925
+10% +$602K 0.1% 207
2023
Q1 		$6.22M Sell
60,542
-15,698
-21% -$1.68M 0.09% 219
2022
Q4 		$7.68M Buy
76,240
+24,066
+46% +$2.4M 0.12% 178
2022
Q3 		$4.7M Sell
52,174
-46,809
-47% -$4.66M 0.08% 241
2022
Q2 		$9.35M Buy
98,983
+25,447
+35% +$2.6M 0.18% 128
2022
Q1 		$8.06M Buy
+73,536
New +$7.94M 0.13% 162

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's IJJ Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2025, closing a stake of 72,938 shares — an estimated $8.73M sold.

Atria Wealth Solutions first reported a position in IJJ in Q1 2022 and held it in 13 quarters. The position peaked at $9.74M in Q1 2024. 815 funds tracked by Wall St. Rank hold IJJ as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 72,938 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $8.73M.
  • Atria Wealth Solutions first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's iShares S&P Mid-Cap 400 Value ETF position peaked at $9.74M in Q1 2024.
  • 815 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.