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

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

Historical chart of MidAtlantic Capital 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 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 Value Idx by MidAtlantic Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $274k 2.5k 110.59
2025-06-30 $247k 2.5k 99.48
2025-03-31 $237k 2.4k 97.47
2024-12-31 $264k 2.4k 108.60
2024-09-30 $263k 2.4k 107.64
2024-06-30 $236k 2.4k 97.28
2024-03-31 $250k 2.4k 102.76
2023-12-31 $250k 2.4k 103.07

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 Value Idx

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
LPL Financial
Prime Capital Investment Advisors
Modera Wealth Management
Ameriprise Financial
Envestnet Asset Management
M^T Bank Corporation
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
HighTower Advisors
Northwestern Mutual Wealth Management Company

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