O'Connor Financial Group »

iShares Russell Microcap Index shares owned by O'Connor Financial Group

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by O'Connor Financial Group from 13F filings

Historical chart of O'Connor Financial 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 O'Connor Financial Group 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 O'Connor Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $345k 2.8k 121.19
2023-12-31 $882k 7.6k 116.04
2023-09-30 $732k 7.3k 100.10
2023-06-30 $883k 8.1k 109.30
2023-03-31 $3.6M 34k 104.51

More positions owned by O'Connor Financial Group

Pimco Enhanced Low Duration Active Etf Etf (LDUR)
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)
Vanguard S&p 500 Etf Etf (VOO)
Timothy Plan International Etf Etf (TPIF)
Vanguard Small-cap Etf Etf (VB)
Timothy Plan Fund Timothy Plan Us Large/mid Cap Core Fund Etf (TPLC)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Mid-cap Etf Etf (VO)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Blackstone Senior Loan Etf Etf (SRLN)
Timothy Plan Us Small Cap Core Etf Etf (TPSC)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares S&p 500 Value Etf Etf (IVE)
Dimensional Emerging Markets Etf Etf (DFEM)

View all positions for O'Connor Financial Group

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
Halbert Hargrove Global Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Arkansas Financial
Wells Fargo & Company
Chicago Partners Investment
Creative Planning
UBS Group
Schoolcraft Capital
Royal Bank of Canada

View all funds holding iShares Russell Microcap Index