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Fidelity sml mid factr shares owned by Balanced Rock Investment Advisors

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by Balanced Rock Investment Advisors from 13F filings

Historical chart of Balanced Rock Investment Advisors investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr 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 Fidelity sml mid factr by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $355k 8.1k 44.01
2025-06-30 $317k 7.6k 41.47

More positions owned by Balanced Rock Investment Advisors

Dimensional Etf Trust International (DFSI)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Pimco Equity Ser Rafi Esg Us (RAFE)
Ishares Tr Esg Msci Usa Etf (USXF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Esg Eafe Etf (DMXF)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust Emerging Markets (DFSE)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)

View all positions for Balanced Rock Investment Advisors

Top funds holding Fidelity sml mid factr

FMR
Retirement Planning Group
Commonwealth Equity Services
LPL Financial
Envestnet Asset Management
Cetera Investment Advisers
Advocacy Wealth Management Services
Kestra Advisory Services
Atria Investments
Stifel Financial
Advisor Group Holdings
Northwestern Mutual Wealth Management Company
Goldstone Financial Group
Cambridge Investment Research Advisors
Raymond James Financial

View all funds holding Fidelity sml mid factr