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

Atria Wealth Solutions’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
2025
Q2 		$502K Sell
3,774
-78,796
-95% -$9.87M 0.01% 909
2025
Q1 		$10.3M Buy
82,570
+255
+0.3% +$34.1K 0.12% 176
2024
Q4 		$11.1M Buy
82,315
+14,997
+22% +$2.12M 0.12% 174
2024
Q3 		$9.39M Buy
67,318
+5,733
+9% +$773K 0.1% 204
2024
Q2 		$7.91M Buy
61,585
+23,863
+63% +$3.05M 0.09% 233
2024
Q1 		$4.93M Buy
37,722
+777
+2% +$97K 0.06% 345
2023
Q4 		$4.62M Buy
36,945
+3,287
+10% +$369K 0.06% 338
2023
Q3 		$3.69M Sell
33,658
-313
-0.9% -$36.1K 0.05% 369
2023
Q2 		$3.9M Buy
33,971
+1,732
+5% +$189K 0.05% 357
2023
Q1 		$3.54M Buy
32,239
+736
+2% +$83K 0.05% 359
2022
Q4 		$3.4M Buy
31,503
+9,010
+40% +$991K 0.05% 347
2022
Q3 		$2.29M Buy
22,493
+1,904
+9% +$214K 0.04% 430
2022
Q2 		$2.17M Sell
20,589
-21
-0.1% -$2.38K 0.04% 416
2022
Q1 		$2.58M Buy
+20,610
New +$2.6M 0.04% 408

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 95% in Q2 2025, selling an estimated $9.87M and leaving 3,774 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #909.

Atria Wealth Solutions first reported a position in IJT in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.1M in Q4 2024. 730 funds tracked by Wall St. Rank hold IJT as of Q2 2025.

  • Atria Wealth Solutions held 3,774 shares of iShares S&P Small-Cap 600 Growth ETF worth $502K as of Q2 2025.
  • Atria Wealth Solutions sold 78,796 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2025, an estimated $9.87M.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #909 holding.
  • Atria Wealth Solutions first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares S&P Small-Cap 600 Growth ETF position peaked at $11.1M in Q4 2024.
  • 730 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2025.

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