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iShares S&P MidCap 400 Growth shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Atlantic Edge Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $784k 8.6k 90.93
2024-09-30 $793k 8.6k 91.93
2024-06-30 $750k 8.5k 88.11
2024-03-31 $777k 8.5k 91.25
2023-12-31 $674k 8.5k 79.22

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Msci Emrg Chn (EMXC)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding iShares S&P MidCap 400 Growth

Wells Fargo & Company
FMR
Bank of America Corporation
Main Management ETF Advisors
UBS Group
Goldman Sachs Group
Pnc Financial Services
Envestnet Asset Management
Captrust Financial Advisors
Ameriprise Financial
Financial Engines Advisors L.L.C
LPL Financial
Raymond James & Associates
Northwestern Mutual Wealth Management Company
D.A. Davidson & Co.

View all funds holding iShares S&P MidCap 400 Growth