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iShares Russell Microcap Index shares owned by Private Advisory

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Private Advisory from 13F filings

Historical chart of Private Advisory investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap Index held by Private Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Microcap Index by Private Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.8M 15k 121.19
2023-09-30 $800k 8.0k 100.10
2023-06-30 $858k 7.8k 109.30

More positions owned by Private Advisory

Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Advanced Micro Devices (AMD)
Eli Lilly & Co. (LLY)
Netflix (NFLX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Super Micro Computer (SMCI)
Lennar Corp Cl A (LEN)

View all positions for Private Advisory

Top funds holding iShares Russell Microcap Index

One Capital Management
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Bank Of Montreal
Halbert Hargrove Global Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
H D Vest Advisory Services
Morgan Stanley
Arkansas Financial
Wells Fargo & Company
Royal Bank of Canada
Chicago Partners Investment
Creative Planning
UBS Group

View all funds holding iShares Russell Microcap Index