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iShares S&P MidCap 400 Index shares owned by Atlas Private Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Atlas Private Wealth Management from 13F filings

Historical chart of Atlas Private Wealth Management investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Index held by Atlas Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Index by Atlas Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $716k 12k 60.74
2021-03-31 $143k 550 260.00
2020-12-31 $132k 574 229.97
2020-09-30 $106k 574 184.67
2020-06-30 $109k 614 177.52
2020-03-31 $88k 614 143.32
2019-12-31 $126k 614 205.21

More positions owned by Atlas Private Wealth Management

Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Ishares Yield Optimized Bond Etf Etf (BYLD)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Jpmorgan Municipal Etf Etf (JMUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Johnson & Johnson Stock (JNJ)
First Trust Preferred Securities & Income Etf Etf (FPE)

View all positions for Atlas Private Wealth Management

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
HighTower Advisors
Sontag Advisory
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Index