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iShares S&P SmallCap 600 Index shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 SmallCap 600 Index by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 2.2k 118.83
2025-06-30 $67k 616 109.29
2025-03-31 $275k 2.6k 104.57
2024-12-31 $2.5M 22k 115.22
2024-09-30 $1.7M 15k 116.96
2024-06-30 $1.8M 17k 106.66
2024-03-31 $1.8M 16k 110.52
2023-12-31 $1.8M 16k 108.25

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Emrg Chn (EMXC)
Ishares Core Msci Emkt (IEMG)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index