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iShares S&P 1500 Index Fund shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund 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 1500 Index Fund by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $139k 1.1k 128.62
2024-09-30 $136k 1.1k 125.62
2024-06-30 $128k 1.1k 118.78
2024-03-31 $42k 365 115.30

More positions owned by Atlantic Edge Private Wealth Management

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

View all positions for Atlantic Edge Private Wealth Management

Top funds holding iShares S&P 1500 Index Fund

Wells Fargo & Company
BlackRock
Life Planning Partners
Betterment
Alliancebernstein
Wealthfront Advisers
Bank of America Corporation
LPL Financial
Colony
Ronald Blue Trust
Ballentine Partners
SigFig Wealth Management
Buckingham Strategic Partners
Auto-Owners Insurance
Parallel Advisors

View all funds holding iShares S&P 1500 Index Fund