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Atria Wealth Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Atria Wealth Solutions’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$17.1M Sell
155,077
-221,477
-59% -$22.9M 0.39% 51
2025
Q1 		$39.4M Sell
376,554
-48,411
-11% -$5.46M 0.47% 34
2024
Q4 		$49M Sell
424,965
-107,743
-20% -$12.9M 0.54% 27
2024
Q3 		$62.3M Buy
532,708
+26,944
+5% +$3.04M 0.68% 20
2024
Q2 		$53.9M Buy
505,764
+37,969
+8% +$4.06M 0.6% 21
2024
Q1 		$51.7M Sell
467,795
-5,702
-1% -$605K 0.58% 22
2023
Q4 		$51.3M Buy
473,497
+51,828
+12% +$4.99M 0.64% 19
2023
Q3 		$39.9M Buy
421,669
+30,578
+8% +$3.05M 0.56% 24
2023
Q2 		$39M Buy
391,091
+48,992
+14% +$4.66M 0.53% 25
2023
Q1 		$33.1M Sell
342,099
-65,523
-16% -$6.55M 0.49% 31
2022
Q4 		$38.6M Buy
407,622
+7,737
+2% +$742K 0.62% 21
2022
Q3 		$34.9M Buy
399,885
+102,770
+35% +$9.98M 0.6% 23
2022
Q2 		$27.5M Sell
297,115
-91,345
-24% -$9.08M 0.52% 33
2022
Q1 		$41.9M Buy
+388,460
New +$41.9M 0.7% 19

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 59% in Q2 2025, selling an estimated $22.9M and leaving 155,077 shares worth $17.1M. The position accounts for 0.39% of the portfolio, ranked #51.

Atria Wealth Solutions first reported a position in IJR in Q1 2022 and has held it in 14 quarters since. The position peaked at $62.3M in Q3 2024. 2,506 funds tracked by Wall St. Rank hold IJR as of Q2 2025.

  • Atria Wealth Solutions held 155,077 shares of iShares Core S&P Small-Cap ETF worth $17.1M as of Q2 2025.
  • Atria Wealth Solutions sold 221,477 iShares Core S&P Small-Cap ETF shares in Q2 2025, an estimated $22.9M.
  • iShares Core S&P Small-Cap ETF made up 0.39% of Atria Wealth Solutions's portfolio in Q2 2025, its #51 holding.
  • Atria Wealth Solutions first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Core S&P Small-Cap ETF position peaked at $62.3M in Q3 2024.
  • 2,506 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2025.

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