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Gradient Capital Advisors »

iShares Russell Microcap Index shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital 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 Gradient Capital 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 Gradient Capital Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$225k	1.5k	149.09
2022-03-31	$206k	1.6k	128.99
2021-12-31	$223k	1.6k	139.64
2021-09-30	$230k	1.6k	144.02
2021-06-30	$244k	1.6k	152.79

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)

Apple Stock (AAPL)

Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)

Vanguard Short-term Corporate Bond Etf Etf (VCSH)

Dimensional Short-duration Fixed Income Etf Etf (DFSD)

Schwab International Equity Etf Etf (SCHF)

Schwab U.s. Mid-cap Etf Etf (SCHM)

Vanguard Large-cap Etf Etf (VV)

Dimensional U.s. Targeted Value Etf Etf (DFAT)

Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)

Microsoft Corp Stock (MSFT)

Jpmorgan Chase & Co Stock (JPM)

Schwab U.s. Large-cap Etf Etf (SCHX)

Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)

Tesla Stock (TSLA)

View all positions for Gradient Capital Advisors

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel

Goldman Sachs Group

CI Private Wealth

Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Bank Of Montreal

TABR Capital Management

Cetera Investment Advisers

Chicago Partners Investment

Wells Fargo & Company

Halbert Hargrove Global Advisors

Susquehanna International

H D Vest Advisory Services

View all funds holding iShares Russell Microcap Index

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