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

Atria Wealth Solutions’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	$355K	Sell	3,565 -61,725	-95%	-$5.83M	0.01%	1078
2025 Q1	$6.36M	Sell	65,290 -3,939	-6%	-$416K	0.08%	271
2024 Q4	$7.52M	Buy	69,229 +3,624	+6%	+$402K	0.08%	251
2024 Q3	$7.06M	Buy	65,605 +273	+0.4%	+$28.4K	0.08%	271
2024 Q2	$6.35M	Buy	65,332 +2,541	+4%	+$250K	0.07%	287
2024 Q1	$6.45M	Sell	62,791 -52,979	-46%	-$5.26M	0.07%	279
2023 Q4	$11.9M	Buy	115,770 +60,905	+111%	+$5.55M	0.15%	148
2023 Q3	$4.91M	Buy	54,865 +12,056	+28%	+$1.15M	0.07%	297
2023 Q2	$4.07M	Sell	42,809 -7,860	-16%	-$719K	0.06%	342
2023 Q1	$4.74M	Buy	50,669 +5,623	+12%	+$549K	0.07%	279
2022 Q4	$4.11M	Buy	45,046 +8,481	+23%	+$781K	0.07%	293
2022 Q3	$3.01M	Sell	36,565 -65,954	-64%	-$6.1M	0.05%	343
2022 Q2	$9.13M	Buy	102,519 +52,528	+105%	+$5.04M	0.17%	132
2022 Q1	$5.12M	Buy	+49,991	New	+$5.1M	0.09%	248

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 Wealth Solutions's IJS Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 95% in Q2 2025, selling an estimated $5.83M and leaving 3,565 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #1078.

Atria Wealth Solutions first reported a position in IJS in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.9M in Q4 2023. 783 funds tracked by Wall St. Rank hold IJS as of Q2 2025.

Atria Wealth Solutions held 3,565 shares of iShares S&P Small-Cap 600 Value ETF worth $355K as of Q2 2025.
Atria Wealth Solutions sold 61,725 iShares S&P Small-Cap 600 Value ETF shares in Q2 2025, an estimated $5.83M.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1078 holding.
Atria Wealth Solutions first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares S&P Small-Cap 600 Value ETF position peaked at $11.9M in Q4 2023.
783 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2025.

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