Ariel Capital Advisors »

iShares Russell Microcap Index shares owned by Ariel Capital Advisors

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

Historical chart of Ariel Capital 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 Ariel Capital 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 Ariel Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $42k 324 130.38
2024-09-30 $40k 324 123.32
2024-06-30 $37k 324 114.00
2024-03-31 $39k 324 121.19
2023-12-31 $38k 324 116.03
2023-09-30 $32k 324 100.10
2023-06-30 $35k 324 109.30
2023-03-31 $34k 324 104.51
2022-12-31 $35k 324 107.83
2022-09-30 $33k 324 101.85
2022-06-30 $34k 324 104.94
2022-03-31 $42k 324 129.63
2021-12-31 $45k 324 138.89
2021-09-30 $50k 346 144.51
2021-06-30 $53k 346 153.18
2021-03-31 $51k 346 147.40
2020-12-31 $41k 346 118.50
2020-09-30 $31k 346 89.60
2020-06-30 $30k 346 86.71
2020-03-31 $23k 346 66.47
2019-12-31 $34k 346 98.27
2019-09-30 $30k 346 86.71
2019-06-30 $32k 346 92.49
2019-03-31 $60k 646 92.88
2018-12-31 $55k 671 81.97
2018-09-30 $71k 671 105.81
2018-06-30 $71k 671 105.81
2018-03-31 $93k 971 95.78
2017-03-31 $383k 4.5k 85.62
2016-12-31 $930k 11k 85.82
2016-09-30 $843k 11k 78.04
2016-06-30 $764k 11k 70.73
2016-03-31 $731k 11k 67.89
2015-12-31 $794k 11k 72.12
2015-09-30 $776k 11k 69.73
2015-06-30 $887k 11k 81.50
2015-03-31 $881k 11k 79.04
2014-12-31 $1.0M 13k 76.95

More positions owned by Ariel Capital Advisors

NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Costco Wholesale Corporation (COST)
Palo Alto Networks (PANW)
Visa Com Cl A (V)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Ariel Capital Advisors

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
Goldman Sachs Group
Morgan Stanley
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Bank Of Montreal
TABR Capital Management
LPL Financial
Cetera Investment Advisers
Chicago Partners Investment
Wells Fargo & Company
Halbert Hargrove Global Advisors
Susquehanna International
H D Vest Advisory Services
UBS Group

View all funds holding iShares Russell Microcap Index