iShares S&P SmallCap 600 Index shares owned by Atlas Private Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Atlas Private Wealth Management
from 13F filings
Historical chart of Atlas 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 Atlas Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P SmallCap 600 Index by Atlas Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 18k | 110.52 |
| 2023-12-31 | $1.5M | 14k | 108.25 |
| 2023-09-30 | $1.2M | 13k | 94.33 |
| 2023-06-30 | $1.2M | 12k | 99.65 |
| 2023-03-31 | $773k | 8.0k | 96.70 |
| 2022-12-31 | $684k | 7.2k | 94.64 |
| 2022-09-30 | $661k | 7.6k | 87.21 |
| 2022-06-30 | $672k | 7.3k | 92.36 |
| 2022-03-31 | $761k | 7.1k | 107.82 |
| 2021-12-31 | $835k | 7.3k | 114.57 |
| 2021-09-30 | $792k | 7.3k | 109.18 |
| 2021-06-30 | $756k | 6.7k | 112.95 |
| 2021-03-31 | $740k | 6.8k | 108.57 |
| 2020-12-31 | $518k | 5.6k | 91.93 |
| 2020-09-30 | $399k | 5.7k | 70.18 |
| 2020-06-30 | $402k | 5.9k | 68.27 |
| 2020-03-31 | $370k | 6.6k | 56.05 |
| 2019-12-31 | $534k | 6.4k | 83.82 |
More positions owned by Atlas Private Wealth Management
View all positions for Atlas Private Wealth Management
Top funds holding iShares S&P SmallCap 600 Index
View all funds holding iShares S&P SmallCap 600 Index