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Ishares Tr shares owned by Atlantic Private Wealth

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Atlantic Private Wealth from 13F filings

Historical chart of Atlantic Private Wealth investment in Ishares Tr

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All positions including Ishares Tr 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 Tr by Atlantic Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $674k 16k 41.08
2023-12-31 $618k 16k 37.72
2023-09-30 $555k 16k 33.87
2023-06-30 $584k 16k 35.62
2023-03-31 $554k 16k 33.99
2022-12-31 $509k 16k 32.80
2022-09-30 $459k 15k 29.75
2022-06-30 $472k 15k 30.59
2022-03-31 $331k 9.1k 36.55
2021-12-31 $352k 9.1k 38.87