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iShares Russell Microcap Index shares owned by Capital Analysts

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

Historical chart of Capital Analysts investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell Microcap Index by Capital Analysts

Quarter filed Position value Share count Share price at filing
2024-03-31 $970k 8.0k 121.22
2023-12-31 $882k 7.6k 116.07
2023-09-30 $883k 8.8k 100.15
2023-06-30 $875k 8.0k 109.28
2023-03-31 $579k 5.5k 104.47
2022-12-31 $687k 6.4k 107.90
2022-09-30 $623k 6.0k 103.33
2022-06-30 $567k 5.5k 103.96
2022-03-31 $620k 4.8k 128.79
2021-12-31 $747k 5.3k 139.73
2021-09-30 $738k 5.1k 144.23
2021-06-30 $705k 4.6k 152.70
2021-03-31 $655k 4.5k 146.96
2020-12-31 $560k 4.7k 118.72
2020-09-30 $384k 4.2k 90.42
2020-06-30 $207k 2.4k 87.27
2020-03-31 $472k 7.0k 67.07
2019-12-31 $729k 7.3k 99.48
2019-09-30 $641k 7.3k 88.06
2019-06-30 $664k 7.1k 93.21
2019-03-31 $660k 7.1k 92.64
2018-12-31 $600k 7.3k 82.49
2018-09-30 $719k 6.8k 106.38
2018-06-30 $717k 6.8k 105.62
2018-03-31 $623k 6.5k 96.08
2017-12-31 $663k 6.9k 95.68
2017-09-30 $638k 6.8k 94.46
2017-06-30 $601k 6.8k 88.93
2017-03-31 $579k 6.8k 85.65
2016-12-31 $548k 6.4k 85.77
2016-09-30 $502k 6.4k 78.01
2016-06-30 $492k 7.0k 70.72
2016-03-31 $452k 6.7k 67.92
2015-12-31 $408k 5.7k 72.10
2015-09-30 $338k 4.8k 69.75
2015-06-30 $342k 4.2k 81.53
2015-03-31 $317k 4.0k 79.08
2014-12-31 $228k 3.0k 76.98
2014-09-30 $90k 1.3k 69.52
2014-06-30 $99k 1.3k 76.12
2014-03-31 $70k 900 77.30
2013-12-31 $45k 600 75.12

More positions owned by Capital Analysts

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Fidelitymerrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdrsertr Portfolio S&p600 (SPSM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchtrdslfidx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Ssgaactive Etf Tr Mult Ass Rlrtn (RLY)

View all positions for Capital Analysts

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Halbert Hargrove Global Advisors
Royal Bank of Canada
Morgan Stanley
Dumont & Blake Investment Advisors
Chicago Partners Investment
Wells Fargo & Company
H D Vest Advisory Services
Envestnet Asset Management
Family Firm
Schoolcraft Capital

View all funds holding iShares Russell Microcap Index