iShares S&P SmallCap 600 Index shares owned by Atlas Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Atlas Private Wealth Advisors
from 13F filings
Historical chart of Atlas Private Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Atlas Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $407k | 3.8k | 108.24 |
| 2023-09-30 | $429k | 4.5k | 94.32 |
| 2023-06-30 | $457k | 4.6k | 99.64 |
| 2023-03-31 | $243k | 2.5k | 96.72 |
| 2022-12-31 | $243k | 2.6k | 94.65 |
| 2022-09-30 | $359k | 4.1k | 87.07 |
| 2022-03-31 | $228k | 2.1k | 107.80 |
| 2021-12-31 | $398k | 3.5k | 114.47 |
| 2021-09-30 | $568k | 5.2k | 109.27 |
| 2021-06-30 | $700k | 6.2k | 112.98 |
| 2021-03-31 | $814k | 7.5k | 108.48 |
| 2020-12-31 | $676k | 7.4k | 91.87 |
| 2020-09-30 | $627k | 8.9k | 70.18 |
| 2020-06-30 | $664k | 9.7k | 68.28 |
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