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iShares Russell Microcap Index shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth Group investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell Microcap Index by KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $361k 2.3k 157.70
2025-09-30 $341k 2.3k 149.09
2025-06-30 $292k 2.3k 127.66
2025-03-31 $254k 2.3k 110.91

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Total (IXUS)
Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for KFA Private Wealth Group

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
Whittier Trust
TABR Capital Management
LPL Financial
Wells Fargo & Company
Chicago Partners Investment
Cetera Investment Advisers
Halbert Hargrove Global Advisors
Whittier Trust Co. of Nevada
Yeomans Consulting Group
Schoolcraft Capital
Envestnet Asset Management

View all funds holding iShares Russell Microcap Index