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iShares Russell Microcap Index shares owned by David Wealth Management

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by David Wealth Management from 13F filings

Historical chart of David Wealth Management investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell Microcap Index by David Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $264k 2.1k 127.66
2025-03-31 $229k 2.1k 110.91
2024-12-31 $270k 2.1k 130.38

More positions owned by David Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Inflation Prote (DFIP)
Danaher Corporation (DHR)
NVIDIA Corporation (NVDA)
Truist Financial Corp equities (TFC)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Marriott Intl Cl A (MAR)

View all positions for David Wealth Management

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