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iShares S&P SmallCap 600 Index shares owned by Atlantic Private Wealth

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Atlantic Private Wealth from 13F filings

Historical chart of Atlantic Private Wealth investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Atlantic Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 239 110.47
2023-12-31 $26k 239 108.08
2023-09-30 $25k 263 94.30
2023-06-30 $9.2k 92 99.58
2023-03-31 $17k 173 96.57

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Vanguard Extended Etf (VXF)
Vanguard World Etf (ESGV)
Select Sector SPDR Etf (XLE)
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iShares TR Esg SCRND Etf (XVV)
iShares Trust Esg Etf (DMXF)
Ishares Ibonds Dec 2029 Term T (IBTJ)
iShares S&P 500 Etf (IVV)
Vanguard Intl Equity Etf (VEU)
iShares TR Ibonds Etf (IBTM)

View all positions for Atlantic Private Wealth

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index