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iShares Russell Microcap Index shares owned by Dumont & Blake Investment Advisors

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

Historical chart of Dumont & Blake 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 Dumont & Blake 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 Dumont & Blake Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 41k 121.19
2023-12-31 $4.8M 41k 116.04
2023-09-30 $4.1M 41k 100.10
2023-06-30 $4.4M 40k 109.30
2023-03-31 $4.2M 40k 104.51
2022-12-31 $4.3M 40k 107.84
2022-09-30 $4.1M 40k 103.40
2022-06-30 $4.1M 40k 103.95
2022-03-31 $5.1M 40k 128.86
2021-12-31 $5.5M 39k 139.73
2021-09-30 $5.7M 39k 144.31
2021-06-30 $6.0M 39k 152.59
2021-03-31 $5.8M 39k 146.94
2020-12-31 $4.6M 39k 118.65
2020-09-30 $3.7M 41k 90.47
2020-06-30 $3.7M 42k 87.28
2020-03-31 $2.9M 43k 67.02
2019-12-31 $4.5M 45k 99.49
2019-09-30 $3.9M 44k 88.14
2019-06-30 $4.1M 44k 93.20
2019-03-31 $4.1M 44k 92.76
2018-12-31 $3.6M 44k 82.45
2018-09-30 $4.0M 38k 106.29
2018-06-30 $3.8M 36k 105.61
2018-03-31 $3.4M 35k 96.05
2017-12-31 $3.3M 35k 95.72
2017-09-30 $3.3M 35k 94.44
2017-06-30 $3.1M 35k 88.93
2017-03-31 $2.9M 34k 85.66
2016-12-31 $2.9M 34k 85.84
2016-09-30 $2.6M 34k 78.00
2016-06-30 $2.3M 33k 67.92
2016-03-31 $2.3M 33k 67.92
2015-12-31 $2.4M 33k 72.11
2015-09-30 $2.2M 32k 69.76
2015-06-30 $2.6M 32k 81.54
2015-03-31 $2.4M 31k 79.08
2014-12-31 $2.3M 30k 76.98
2014-09-30 $2.0M 29k 69.52
2014-06-30 $2.2M 29k 76.12
2014-03-31 $2.2M 29k 77.31
2013-12-31 $2.2M 29k 75.11
2013-09-30 $2.6M 39k 68.49
2013-06-30 $2.3M 38k 61.73
2013-03-31 $2.0M 35k 58.66
2012-12-31 $1.7M 32k 52.32
2012-09-30 $1.6M 31k 52.85
2012-06-30 $1.5M 30k 50.05
2012-03-31 $1.3M 25k 51.39
2011-12-31 $887k 20k 44.64
2011-09-30 $756k 19k 39.34
2011-03-31 $2.2M 42k 53.16

More positions owned by Dumont & Blake Investment Advisors

SPDR S&P 500 ETF Trust Ind (SPY)
Invesco QQQ Trust Series 1 Ind (QQQ)
Invesco S&P 500 Equal Weight E Ind (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
SPDR S&P MidCap 400 ETF Trust Ind (MDY)
iShares DJ Select Dividend Ind Etf (DVY)
Schwab S&P 500 Index Fund Ind (SWPPX)
iShares Russell 2000 Index Fun Ind (IWM)
Vanguard High Dividend Yield E Etf (VYM)
iShares Russell Microcap Index Ind (IWC)
iShares S&P 500 Growth Etf (IVW)
iShares S&P Smallcap 600/BARRA Etf (IJT)
Amazon (AMZN)
iShares MSCI EAFE Index Etf (EFA)

View all positions for Dumont & Blake Investment Advisors

Top funds holding iShares Russell Microcap Index

One Capital Management
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Bank Of Montreal
H D Vest Advisory Services
Sparta 24
Halbert Hargrove Global Advisors
HighTower Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Arkansas Financial
Wells Fargo & Company
Chicago Partners Investment
Creative Planning
UBS Group

View all funds holding iShares Russell Microcap Index