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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
2023-12-31 $49k 175 277.15
2023-09-30 $45k 180 249.35
2023-03-31 $11k 43 250.63

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View all positions for Atlantic Private Wealth

Top funds holding iShares S&P MidCap 400 Index

Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
First Command Advisory Services
Wells Fargo & Company
Jpmorgan Chase & Co
Regions Bank
Raymond James Financial Services Advisors
Catalyst Capital Advisors
Millburn Ridgefield
Commonwealth Equity Services
Fifth Third Bancorp
Royal Bank of Canada
UBS Group
MEMBERS Trust

View all funds holding iShares S&P MidCap 400 Index