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iShares S&P SmallCap 600 Index shares owned by Edge Capital Group

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

Historical chart of Edge Capital Group 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 Capital Group 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 Capital Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $27M 11 2483493.64
2024-09-30 $27M 230k 116.96
2024-06-30 $26M 243k 106.66
2024-03-31 $42M 380k 110.52
2023-09-30 $32M 339k 94.33
2023-06-30 $33M 329k 99.65
2023-03-31 $32M 333k 96.70
2022-12-31 $28M 298k 94.64
2022-09-30 $29M 332k 87.19
2022-06-30 $1.5M 1.0k 1487.59
2022-03-31 $28M 262k 107.88
2021-12-31 $475k 4.1k 114.51
2020-12-31 $337k 3.7k 91.88
2020-09-30 $258k 3.7k 70.34
2020-06-30 $319k 4.7k 68.34
2019-12-31 $340k 4.1k 83.91
2019-09-30 $315k 4.1k 77.74
2019-06-30 $414k 5.3k 78.26
2019-03-31 $408k 5.3k 77.13
2018-12-31 $369k 5.3k 69.36

More positions owned by Edge Capital Group

Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Xpel Stock (XPEL)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Vulcan Matls Stock (VMC)
Ishares Core S&p 500 Etf Etf (IVV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Microsoft Corp Stock (MSFT)
Broadcom Stock (AVGO)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Edge Capital Group

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index