Private Advisory »

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

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

Quarterly reported holdings in iShares Russell Microcap Index by Private Advisory

Quarter filed Position value Share count Share price at filing
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 (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf Call Option (IWM)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Costco Wholesale Corporation (COST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Eli Lilly & Co. (LLY)
Netflix (NFLX)
Vanguard Whitehall Fds High Div Yld (VYM)
Tesla Motors (TSLA)
Broadcom (AVGO)

View all positions for Private Advisory

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
CI Private Wealth
Bank of America Corporation
Alesco Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Halbert Hargrove Global Advisors
Royal Bank of Canada
Morgan Stanley
Dumont & Blake Investment Advisors
Chicago Partners Investment
Wells Fargo & Company
H D Vest Advisory Services
Envestnet Asset Management
Family Firm
Schoolcraft Capital

View all funds holding iShares Russell Microcap Index