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iShares Russell Microcap Index shares owned by Evermay Wealth Management

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

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

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All positions including iShares Russell Microcap Index held by Evermay 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 Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $50k 406 123.32
2024-06-30 $46k 406 114.00
2024-03-31 $49k 406 121.19
2023-12-31 $47k 406 116.03
2023-09-30 $48k 481 100.37
2023-06-30 $80k 729 109.30
2023-03-31 $76k 729 104.51
2022-12-31 $79k 729 107.83
2022-09-30 $75k 729 102.88
2022-06-30 $76k 729 104.25
2022-03-31 $94k 729 128.94
2021-12-31 $102k 729 139.92
2021-09-30 $139k 960 144.79
2021-06-30 $146k 960 152.08
2019-12-31 $304k 3.1k 99.54
2019-09-30 $269k 3.1k 88.11
2019-06-30 $284k 3.1k 93.02
2019-03-31 $283k 3.1k 92.73
2018-12-31 $252k 3.1k 82.57
2018-09-30 $324k 3.1k 106.16
2018-06-30 $356k 3.4k 105.76
2018-03-31 $323k 3.4k 95.96
2017-12-31 $322k 3.4k 95.66
2017-09-30 $318k 3.4k 94.47
2017-06-30 $299k 3.4k 88.86
2017-03-31 $288k 3.4k 85.59
2016-12-31 $289k 3.4k 85.88
2016-09-30 $298k 3.8k 78.05
2016-06-30 $272k 3.8k 70.78
2016-03-31 $275k 4.0k 68.02
2015-12-31 $291k 4.0k 71.98
2015-09-30 $286k 4.1k 69.72
2015-06-30 $334k 4.1k 81.44
2015-03-31 $324k 4.1k 79.01
2014-12-31 $594k 7.7k 77.03
2014-09-30 $536k 7.7k 69.52
2014-06-30 $587k 7.7k 76.13
2014-03-31 $884k 11k 77.30
2013-12-31 $812k 11k 75.11

More positions owned by Evermay Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Evermay Wealth Management

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