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Ballentine Capital Advisors »

iShares Russell Microcap Index shares owned by Ballentine Capital Advisors

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

Historical chart of Ballentine 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 Ballentine Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Microcap Index by Ballentine Capital Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$212k	1.4k	149.14

More positions owned by Ballentine Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

Vanguard Bd Index Fds Intermed Term (BIV)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Dimensional Etf Trust Intl Small Cap E (DFIS)

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

Ishares Tr Ishs 1-5yr Invs (IGSB)

Dimensional Etf Trust Us Small Cap Val (DFSV)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Flexshares Tr Mornstar Usmkt (TILT)

J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Ballentine Capital Advisors

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel

Goldman Sachs Group

CI Private Wealth

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Bank Of Montreal

TABR Capital Management

Cetera Investment Advisers

Chicago Partners Investment

Wells Fargo & Company

Halbert Hargrove Global Advisors

Susquehanna International

H D Vest Advisory Services

View all funds holding iShares Russell Microcap Index

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