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iShares S&P SmallCap 600 Index shares owned by MidAtlantic Capital Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by MidAtlantic Capital Management from 13F filings

Historical chart of MidAtlantic Capital 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 MidAtlantic Capital 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 MidAtlantic Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 44k 118.83
2025-06-30 $4.8M 44k 109.29
2025-03-31 $4.9M 47k 104.57
2024-12-31 $5.0M 44k 115.22
2024-09-30 $4.8M 41k 116.96
2024-06-30 $4.0M 37k 106.66
2024-03-31 $4.1M 37k 110.52
2023-12-31 $3.9M 36k 108.25

More positions owned by MidAtlantic Capital Management

Ishares Tr Ore S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr R Unit (SPY)
Vanguard Index Fds Rowth Etf (VUG)
Ishares Tr Us 1000 Grw Etf (IWF)
Vanguard Whitehall Fds Igh Div Yld (VYM)
Spdr Series Trust Rtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)
Ishares Tr Ore S&p Scp Etf (IJR)
Vanguard Index Fds Cap Gr Idxvip (VOT)
Ishares Tr Ore S&p Mcp Etf (IJH)
Spdr Series Trust Rtflo S&p500 Vl (SPYV)
Wisdomtree Tr S Largecap Divd (DLN)
Vanguard Scottsdale Fds Hrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Ore Plus Bd Etf (JCPB)
Vanguard Bd Index Fds Ntermed Term (BIV)

View all positions for MidAtlantic Capital 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