iShares S&P MidCap 400 Index shares owned by Atlas Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Atlas Private Wealth Advisors
from 13F filings
Historical chart of Atlas Private Wealth Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Atlas Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $242k | 3.9k | 62.33 |
| 2024-06-30 | $251k | 4.3k | 58.52 |
| 2023-12-31 | $267k | 963 | 277.24 |
| 2023-09-30 | $247k | 991 | 249.60 |
| 2023-06-30 | $262k | 1.0k | 261.74 |
| 2022-03-31 | $257k | 908 | 283.04 |
| 2021-12-31 | $257k | 908 | 283.04 |
| 2021-09-30 | $377k | 1.4k | 263.08 |
| 2021-06-30 | $411k | 1.5k | 268.98 |
| 2021-03-31 | $352k | 1.4k | 260.55 |
| 2020-12-31 | $315k | 1.4k | 229.76 |
| 2020-09-30 | $279k | 1.5k | 185.38 |
| 2020-06-30 | $327k | 1.8k | 177.91 |
More positions owned by Atlas Private Wealth Advisors
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