Atomic Invest LLC’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Atomic Invest LLC’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 Q4	$9.57K	Buy	+72	New	+$9.37K	0.01%	213

Other funds holding IJJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atomic Invest LLC's IJJ Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2025: 72 shares worth $9.57K. The stake represents 0.01% of the portfolio and ranks #213 among its holdings.

841 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Atomic Invest LLC held 72 shares of iShares S&P Mid-Cap 400 Value ETF worth $9.57K as of Q4 2025.
iShares S&P Mid-Cap 400 Value ETF was a new Atomic Invest LLC position in Q4 2025.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Atomic Invest LLC's portfolio in Q4 2025, its #213 holding.
841 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.