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

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) 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 Value Idx

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $276k 2.6k 107.66
2024-06-30 $239k 2.5k 97.27
2024-03-31 $252k 2.5k 102.76
2023-12-31 $253k 2.5k 103.07

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

View all funds holding iShares S&P SmallCap 600 Value Idx