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iShares S&P SmallCap 600 Index shares owned by Mid Atlantic Financial Management

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

Historical chart of Mid Atlantic Financial Management 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 Mid Atlantic Financial Management 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 Mid Atlantic Financial Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $27M 250k 109.19
2021-06-30 $28M 245k 112.98
2021-03-31 $38M 347k 108.53
2020-12-31 $32M 346k 91.90
2020-09-30 $18M 221k 79.78
2020-06-30 $18M 270k 68.29
2020-03-31 $16M 278k 56.11
2019-12-31 $25M 296k 83.85
2019-09-30 $21M 263k 77.84
2019-06-30 $19M 246k 78.28
2019-03-31 $18M 239k 77.15
2018-12-31 $14M 200k 69.32

More positions owned by Mid Atlantic Financial Management

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Mid Atlantic Financial Management

Top funds holding iShares S&P SmallCap 600 Index

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

View all funds holding iShares S&P SmallCap 600 Index