iShares S&P SmallCap 600 Index shares owned by Atlantic Private Wealth
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Atlantic Private Wealth
from 13F filings
Historical chart of Atlantic Private Wealth investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Atlantic Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 104 | 118.39 |
| 2025-06-30 | $11k | 103 | 109.53 |
| 2025-03-31 | $9.9k | 95 | 104.42 |
| 2024-12-31 | $11k | 95 | 114.71 |
| 2024-09-30 | $28k | 239 | 117.28 |
| 2024-06-30 | $26k | 239 | 106.77 |
| 2024-03-31 | $26k | 239 | 110.47 |
| 2023-12-31 | $26k | 239 | 108.08 |
| 2023-09-30 | $25k | 263 | 94.30 |
| 2023-06-30 | $9.2k | 92 | 99.58 |
| 2023-03-31 | $17k | 173 | 96.57 |
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