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iShares Russell Microcap Index shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $983k 6.2k 157.70
2025-09-30 $891k 6.0k 149.10

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Call Option (NVDA)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)

View all positions for Concurrent Investment 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
Whittier Trust
TABR Capital Management
LPL Financial
Wells Fargo & Company
Chicago Partners Investment
Cetera Investment Advisers
Halbert Hargrove Global Advisors
Whittier Trust Co. of Nevada
Yeomans Consulting Group
Schoolcraft Capital
Envestnet Asset Management

View all funds holding iShares Russell Microcap Index