iShares S&P MidCap 400 Growth shares owned by Atlas Private Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Atlas Private Wealth Management
from 13F filings
Historical chart of Atlas Private Wealth Management investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Atlas Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 15k | 91.25 |
| 2023-12-31 | $1.1M | 14k | 79.22 |
| 2023-09-30 | $1.0M | 14k | 72.24 |
| 2023-06-30 | $1.1M | 14k | 75.00 |
| 2023-03-31 | $946k | 13k | 71.51 |
| 2022-12-31 | $977k | 14k | 68.30 |
| 2022-09-30 | $920k | 15k | 63.05 |
| 2022-06-30 | $907k | 14k | 63.71 |
| 2022-03-31 | $1.1M | 14k | 77.27 |
| 2021-12-31 | $1.2M | 14k | 85.26 |
| 2021-09-30 | $1.1M | 14k | 79.20 |
| 2021-06-30 | $963k | 12k | 80.95 |
| 2021-03-31 | $941k | 12k | 78.35 |
| 2020-12-31 | $874k | 12k | 72.24 |
| 2020-09-30 | $764k | 3.2k | 239.05 |
| 2020-06-30 | $634k | 2.8k | 223.87 |
| 2020-03-31 | $553k | 3.1k | 178.44 |
| 2019-12-31 | $756k | 3.2k | 238.11 |
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