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iShares S&P SmallCap 600 Index shares owned by Edge Financial Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Edge Financial Advisors from 13F filings

Historical chart of Edge Financial Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Edge Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Edge Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 10k 110.43

More positions owned by Edge Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Netflix (NFLX)
Ishares Tr Msci Eafe Etf (EFA)
Amazon (AMZN)
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)
Accenture Plc Ireland Shs Class A (ACN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
JPMorgan Chase & Co. (JPM)

View all positions for Edge Financial Advisors

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
FMR
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
LPL Financial
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index