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Ishares Tr msci usa small shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Ishares Tr msci usa small (ESML) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in Ishares Tr msci usa small

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa small held by Balanced Rock Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa small by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $807k 18k 45.08
2025-06-30 $735k 18k 41.33
2025-03-31 $1.9M 49k 38.41
2024-12-31 $2.0M 47k 42.05
2024-09-30 $2.5M 60k 41.82
2024-06-30 $2.2M 57k 38.50
2024-03-31 $2.2M 55k 40.27