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iShares Dow Jones US Consumer Goods shares owned by Atlantic Edge Private Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Consumer Goods (IYK) shares owned by Atlantic Edge Private Wealth Management from 13F filings

Historical chart of Atlantic Edge Private Wealth Management investment in iShares Dow Jones US Consumer Goods

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Consumer Goods 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 Dow Jones US Consumer Goods by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $79k 1.1k 70.57
2024-06-30 $74k 1.1k 65.75
2024-03-31 $76k 1.1k 67.63
2023-12-31 $72k 375 191.71

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 Dow Jones US Consumer Goods

International Assets Investment Management
Green Harvest Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Goldman Sachs Group
Wells Fargo & Company
Cambridge Investment Research Advisors
Bellwether Advisors
Cetera Investment Advisers
Commonwealth Equity Services
Advisor Group Holdings
CIBC World Markets
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Dow Jones US Consumer Goods