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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Edgemoor Investment 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 Edgemoor Investment Advisors

Quarter filed Position value Share count Share price at filing
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