Efficient Advisors »

iShares Russell Microcap Index shares owned by Efficient Advisors

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

Historical chart of Efficient Advisors investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Microcap Index by Efficient Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 49k 116.03
2023-09-30 $5.0M 50k 100.10
2023-06-30 $5.8M 53k 109.30
2023-03-31 $5.7M 54k 104.51
2022-12-31 $6.2M 58k 107.83
2022-09-30 $6.0M 58k 103.39
2022-06-30 $7.0M 67k 103.96
2022-03-31 $11M 84k 128.85
2021-12-31 $12M 88k 139.73
2021-09-30 $13M 91k 144.32
2021-06-30 $15M 100k 152.60
2021-03-31 $16M 106k 146.95
2020-12-31 $14M 116k 118.65
2020-09-30 $12M 133k 90.47
2020-06-30 $12M 141k 87.27
2020-03-31 $11M 157k 67.03
2019-12-31 $15M 150k 99.49
2019-09-30 $14M 156k 88.15
2019-06-30 $16M 171k 93.19
2019-03-31 $16M 177k 92.76
2018-12-31 $15M 185k 82.45
2018-09-30 $19M 181k 106.31
2018-06-30 $20M 188k 105.62
2018-03-31 $19M 200k 96.05
2017-12-31 $19M 200k 95.71
2017-09-30 $19M 203k 94.45
2017-06-30 $18M 206k 88.93
2017-03-31 $18M 212k 85.65
2016-12-31 $19M 220k 85.84
2016-09-30 $19M 238k 78.01
2016-06-30 $17M 246k 70.72
2016-03-31 $17M 249k 67.92
2015-12-31 $17M 241k 72.10
2015-09-30 $17M 240k 69.75
2015-06-30 $20M 243k 81.53
2015-03-31 $20M 248k 79.08
2014-12-31 $19M 245k 76.98
2014-09-30 $17M 243k 69.52
2014-06-30 $18M 239k 76.12
2014-03-31 $19M 242k 77.30
2013-12-31 $18M 243k 75.12
2013-09-30 $17M 248k 68.49
2013-06-30 $16M 251k 61.73

More positions owned by Efficient Advisors

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Efficient Advisors

Top funds holding iShares Russell Microcap Index

One Capital Management
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Bank Of Montreal
H D Vest Advisory Services
Sparta 24
Halbert Hargrove Global Advisors
HighTower Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Arkansas Financial
Wells Fargo & Company
Chicago Partners Investment
Creative Planning
UBS Group

View all funds holding iShares Russell Microcap Index