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
Download as csvQuarterly 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 |
|---|---|---|---|
| 2025-12-31 | $832k | 8.6k | 96.88 |
| 2025-09-30 | $823k | 8.6k | 95.89 |
| 2025-06-30 | $781k | 8.6k | 90.98 |
| 2025-03-31 | $715k | 8.6k | 83.28 |
| 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 |
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