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Ishares Tr shares owned by Atlantic Private Wealth

Quarter-by-quarter ownership of Ishares Tr (XVV) 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 $3.4M 85k 40.29
2023-12-31 $3.1M 85k 36.39
2023-09-30 $2.7M 85k 32.43
2023-06-30 $2.9M 85k 33.81
2023-03-31 $2.6M 84k 30.90
2022-12-31 $2.3M 80k 28.43
2022-09-30 $2.1M 79k 26.84
2022-06-30 $2.3M 79k 28.38
2022-03-31 $1.6M 47k 34.36
2021-12-31 $1.7M 47k 36.74