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iShares Russell 2000 Index shares owned by Edge Financial Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Edge Financial Advisors from 13F filings

Historical chart of Edge Financial Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Edge Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Edge Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $954k 3.9k 246.18
2025-09-30 $968k 4.0k 241.96
2025-06-30 $1.3M 5.9k 217.83
2025-03-31 $1.4M 7.2k 199.49
2024-09-30 $296k 942 314.39

More positions owned by Edge Financial Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Avantis All Int (AVNM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us High Profitab (DUHP)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)

View all positions for Edge Financial Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Susquehanna International
Tudor Investment Corporation
Citadel Advisors
Barclays
Millennium Management
Royal Bank of Canada
Wells Fargo & Company
UBS Group
Goldman Sachs Group
BlackRock
Parallax Volatility Advisers
Balyasny Asset Management
Capstone Investment Advisors
Empower Advisory Group

View all funds holding iShares Russell 2000 Index