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iShares S&P SmallCap 600 Index shares owned by EdgeRock Capital

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

Historical chart of EdgeRock Capital 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 EdgeRock Capital 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 EdgeRock Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 9.2k 118.83
2025-06-30 $814k 7.4k 109.29
2023-09-30 $6.7M 71k 94.79
2023-06-30 $11M 111k 99.65
2023-03-31 $7.9M 81k 96.70
2022-12-31 $6.1M 64k 94.64
2022-09-30 $5.6M 64k 87.19
2022-06-30 $3.8M 41k 92.41

More positions owned by EdgeRock Capital

Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Lazard Active Etf Tr Us Systematic Sm
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for EdgeRock Capital

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index