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iShares Russell Microcap Index shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Russell Microcap Index by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $905k 5.7k 159.61
2024-12-31 $714k 5.5k 130.38

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
American Centy Etf Tr Avantis Us Larg (AVLC)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Microsoft Corporation (MSFT)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Simplicity Wealth

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