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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
2024-12-31 $1.1M 8.4k 130.39
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)
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Ser Tr Bloomberg Intl (IBND)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Costco Wholesale Corporation (COST)
Wal-Mart Stores (WMT)
Capital Group Core Balanced SHS (CGBL)

View all positions for Davies Financial Advisors

Top funds holding iShares Russell Microcap Index

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

View all funds holding iShares Russell Microcap Index