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iShares Russell Microcap Index shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell Microcap Index by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-03-31 $442k 2.8k 159.60
2025-12-31 $214k 1.4k 157.72
2025-09-30 $223k 1.5k 149.11
2025-06-30 $225k 1.8k 127.70
2025-03-31 $207k 1.9k 110.88
2024-12-31 $273k 2.1k 130.37
2021-06-30 $217k 1.4k 152.60

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Nvidia Corp Common Stock (NVDA)
Aptus Defined MF Closed and MF Open (DRSK)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Ishares Msci MF Closed and MF Open (QUAL)
State Street MF Closed and MF Open (SPY)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco Qqq MF Closed and MF Open (QQQ)
Aptus Intl MF Closed and MF Open (IDUB)
State Street MF Closed and MF Open (SPYM)

View all positions for Integrated Wealth Concepts

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
Whittier Trust
Goldman Sachs Group
Bank of America Corporation
CI Private Wealth
Whittier Trust Co. of Nevada
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Morgan Stanley
Wells Fargo & Company
Bank Of Montreal
Cetera Investment Advisers
LPL Financial
Chicago Partners Investment
Halbert Hargrove Global Advisors
_Sentinel Trust Company, LBA______________

View all funds holding iShares Russell Microcap Index