Moisand Fitzgerald Tamayo »

iShares Russell Microcap Index shares owned by Moisand Fitzgerald Tamayo

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Moisand Fitzgerald Tamayo from 13F filings

Historical chart of Moisand Fitzgerald Tamayo investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell Microcap Index by Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 10k 121.19
2023-12-31 $1.2M 10k 116.03
2023-09-30 $1.0M 10k 100.10
2023-06-30 $1.1M 11k 109.30
2023-03-31 $1.1M 11k 104.51
2022-12-31 $1.3M 12k 107.83
2022-09-30 $1.3M 12k 103.42
2022-06-30 $1.3M 12k 103.95
2022-03-31 $920k 7.1k 128.85
2021-12-31 $1.7M 12k 139.71
2021-09-30 $1.8M 12k 144.30
2021-06-30 $2.0M 13k 152.57
2021-03-31 $2.0M 14k 146.97
2020-12-31 $1.6M 14k 118.63
2020-09-30 $1.2M 14k 90.50
2020-06-30 $1.2M 14k 87.29
2020-03-31 $943k 14k 67.04
2019-12-31 $1.5M 15k 99.49
2019-09-30 $1.3M 15k 88.16
2019-06-30 $1.4M 15k 93.19
2019-03-31 $1.4M 15k 92.73
2018-12-31 $1.3M 15k 82.43
2018-09-30 $1.7M 16k 106.32
2018-06-30 $1.7M 16k 105.61
2018-03-31 $1.5M 16k 96.07
2017-12-31 $1.5M 16k 95.68
2017-09-30 $1.6M 17k 94.45
2017-06-30 $1.5M 17k 88.96
2017-03-31 $1.5M 17k 85.63
2016-12-31 $1.5M 18k 85.82
2016-09-30 $1.5M 19k 78.00
2016-06-30 $1.4M 20k 70.71
2016-03-31 $1.4M 21k 67.93
2015-12-31 $1.7M 23k 72.11

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Moisand Fitzgerald Tamayo

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