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iShares Russell Microcap Index shares owned by Curtis Advisory Group

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by Curtis Advisory Group from 13F filings

Historical chart of Curtis Advisory Group investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell Microcap Index by Curtis Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $291k 2.4k 123.32

More positions owned by Curtis Advisory Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard World Inf Tech Etf (VGT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds 1-3 Month T-bill (CLIP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Amazon (AMZN)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)

View all positions for Curtis Advisory Group

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