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iShares Russell Microcap Index shares owned by Graves-Light Private Wealth Management

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

Historical chart of Graves-Light Private Wealth Management investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap Index held by Graves-Light Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Microcap Index by Graves-Light Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $360k 3.1k 116.03
2019-06-30 $671k 7.2k 93.17
2019-03-31 $668k 7.2k 92.75
2018-12-31 $594k 7.2k 82.48

More positions owned by Graves-Light Private Wealth Management

Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core S&p Small Cap Etf Etf (IJR)
Apple Stock (AAPL)
Spdr S&p Dividend Etf Etf (SDY)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)
Health Care Select Sector Spdr Fund Etf (XLV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional National Municipal Bond ETF Etf (DFNM)
Vanguard Short-term Bond Etf Etf (BSV)
Schwab US Dividend ETF Etf (SCHD)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Graves-Light Private Wealth Management

Top funds holding iShares Russell Microcap Index

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

View all funds holding iShares Russell Microcap Index