Hefty Wealth Partners »

iShares Russell Microcap Index shares owned by Hefty Wealth Partners

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

Historical chart of Hefty Wealth Partners investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap Index held by Hefty Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Microcap Index by Hefty Wealth Partners

Quarter filed Position value Share count Share price at filing
2018-03-31 $39k 405 96.30
2017-12-31 $50k 524 95.42
2017-06-30 $34k 393 86.51
2017-03-31 $68k 801 84.89
2016-12-31 $67k 785 85.35

More positions owned by Hefty Wealth Partners

iShares S&P 1500 Index Fund (ITOT)
Powershares Exchange
Ishares Inc msci world idx (URTH)
Ishares Tr core tl usd bd (IUSB)
Goldman Sachs Etf Tr (GSLC)
Powershares Etf Tr Ii s&p600 lovl pt
iShares S&P 500 Index (IVV)
iShares Lehman 1-3 Year Treas.Bond (SHY)
SPDR S&P Dividend (SDY)
Vanguard Mid-Cap ETF (VO)
Ishares Tr usa min vo (USMV)
Vanguard Large-Cap ETF (VV)
Ishares Tr fltg rate nt (FLOT)
Materials SPDR (XLB)
Financial Select Sector SPDR (XLF)

View all positions for Hefty Wealth Partners

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