iShares S&P SmallCap 600 Index shares owned by Edgemoor Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Edgemoor Investment Advisors
from 13F filings
Historical chart of Edgemoor Investment Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Edgemoor Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 9.0k | 118.83 |
| 2025-06-30 | $766k | 7.0k | 109.31 |
| 2025-03-31 | $855k | 8.2k | 104.58 |
| 2024-12-31 | $1.3M | 11k | 115.23 |
| 2024-09-30 | $1.4M | 12k | 116.97 |
| 2024-06-30 | $1.5M | 14k | 106.67 |
| 2024-03-31 | $11M | 101k | 110.52 |
| 2023-12-31 | $11M | 100k | 108.25 |
| 2023-09-30 | $9.4M | 100k | 94.33 |
| 2023-06-30 | $8.9M | 89k | 99.65 |
| 2023-03-31 | $7.7M | 79k | 96.70 |
| 2022-12-31 | $7.2M | 76k | 94.64 |
| 2022-09-30 | $6.5M | 75k | 87.19 |
| 2022-06-30 | $6.6M | 72k | 92.41 |
| 2022-03-31 | $7.7M | 72k | 107.89 |
| 2021-12-31 | $8.0M | 70k | 114.51 |
| 2021-09-30 | $6.9M | 63k | 109.20 |
| 2021-06-30 | $12M | 105k | 112.98 |
| 2021-03-31 | $9.4M | 87k | 108.53 |
| 2020-12-31 | $5.0M | 54k | 91.90 |
| 2018-12-31 | $2.1M | 30k | 69.33 |
| 2018-09-30 | $3.1M | 35k | 87.24 |
| 2018-06-30 | $2.6M | 31k | 83.46 |
| 2018-03-31 | $1.6M | 21k | 76.99 |
| 2017-12-31 | $1.5M | 19k | 78.79 |
| 2017-09-30 | $1.0M | 14k | 74.21 |
| 2017-06-30 | $715k | 10k | 70.12 |
More positions owned by Edgemoor Investment Advisors
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