iShares S&P MidCap 400 Index shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth 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 Atlantic Private Wealth 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 Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4k | 21 | 65.67 |
| 2025-06-30 | $1.3k | 21 | 62.24 |
| 2024-09-30 | $55k | 875 | 62.32 |
| 2024-06-30 | $51k | 875 | 58.52 |
| 2024-03-31 | $53k | 875 | 60.74 |
| 2023-12-31 | $49k | 175 | 277.15 |
| 2023-09-30 | $45k | 180 | 249.35 |
| 2023-03-31 | $11k | 43 | 250.63 |