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iShares Russell Microcap Index shares owned by Davies Financial Advisors

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

Historical chart of Davies Financial 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 Davies Financial 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 Davies Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $598k 4.8k 123.32

More positions owned by Davies Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
NVIDIA Corporation (NVDA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Advanced Micro Devices (AMD)
Home Depot (HD)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Davies Financial Advisors

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