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iShares Russell Microcap Index shares owned by Balasa Dinverno & Foltz

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Balasa Dinverno & Foltz from 13F filings

Historical chart of Balasa Dinverno & Foltz investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap Index held by Balasa Dinverno & Foltz consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Microcap Index by Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $11M 101k 103.39
2022-06-30 $11M 106k 103.96
2022-03-31 $13M 100k 128.86

More positions owned by Balasa Dinverno & Foltz

DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

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