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iShares Russell Microcap Index shares owned by Private Advisory

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

Historical chart of Private Advisory investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell Microcap Index by Private Advisory

Quarter filed Position value Share count Share price at filing
2025-03-31 $8.6M 77k 110.91
2024-12-31 $5.7M 44k 130.38
2024-09-30 $2.4M 20k 123.32
2024-06-30 $1.8M 16k 114.00
2024-03-31 $1.8M 15k 121.19
2023-09-30 $800k 8.0k 100.10
2023-06-30 $858k 7.8k 109.30

More positions owned by Private Advisory

Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation Call Option (NVDA)
Apple Call Option (AAPL)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Netflix (NFLX)
Tesla Motors (TSLA)
Ishares Msci Equal Weite (EUSA)
Costco Wholesale Corporation (COST)
Ishares Msci Sth Kor Etf (EWY)

View all positions for Private Advisory

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
Goldman Sachs Group
Morgan Stanley
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Bank Of Montreal
TABR Capital Management
LPL Financial
Cetera Investment Advisers
Chicago Partners Investment
Wells Fargo & Company
Halbert Hargrove Global Advisors
Susquehanna International
H D Vest Advisory Services
UBS Group

View all funds holding iShares Russell Microcap Index