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

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Atlas Private Wealth Management from 13F filings

Historical chart of Atlas 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 Atlas 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 Atlas Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 13k 102.76
2023-12-31 $1.7M 17k 103.07
2023-09-30 $1.4M 15k 89.22
2023-06-30 $1.4M 15k 95.09
2023-03-31 $966k 10k 93.59
2022-12-31 $785k 8.6k 91.31
2022-09-30 $770k 9.3k 82.47
2022-06-30 $799k 9.0k 89.07
2022-03-31 $882k 8.6k 102.36
2021-12-31 $913k 8.7k 104.47
2021-09-30 $877k 8.7k 100.71
2021-06-30 $850k 8.1k 105.38
2021-03-31 $824k 8.2k 100.73
2020-12-31 $503k 6.2k 81.38
2020-09-30 $351k 2.9k 122.56
2020-06-30 $342k 2.8k 120.51
2020-03-31 $322k 3.2k 99.81
2019-12-31 $508k 3.2k 160.91

More positions owned by Atlas Private Wealth Management

Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)
Ishares Yield Optimized Bond Etf Etf (BYLD)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Jpmorgan Municipal Etf Etf (JMUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Johnson & Johnson Stock (JNJ)
First Trust Preferred Securities & Income Etf Etf (FPE)

View all positions for Atlas 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