iShares Russell Microcap Index shares owned by UMA Financial Services
Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in iShares Russell Microcap Index
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Quarterly reported holdings in iShares Russell Microcap Index by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 8.5k | 149.09 |
| 2025-06-30 | $1.1M | 9.0k | 127.66 |
| 2025-03-31 | $982k | 8.9k | 110.91 |
| 2024-12-31 | $1.2M | 9.3k | 130.37 |
| 2024-09-30 | $1.3M | 11k | 125.71 |
| 2024-06-30 | $1.5M | 12k | 129.46 |
| 2024-03-31 | $1.3M | 12k | 111.19 |
| 2023-12-31 | $1.4M | 13k | 112.61 |
| 2023-09-30 | $1.2M | 13k | 98.18 |
| 2023-06-30 | $1.4M | 13k | 110.35 |
| 2023-03-31 | $1.3M | 13k | 104.78 |
| 2022-12-31 | $1.5M | 13k | 116.27 |
| 2022-09-30 | $1.5M | 14k | 108.05 |
| 2022-06-30 | $1.6M | 14k | 114.49 |
| 2022-03-31 | $2.0M | 16k | 120.00 |
| 2021-12-31 | $2.2M | 16k | 136.43 |
| 2021-09-30 | $2.4M | 16k | 146.41 |
| 2021-06-30 | $2.3M | 16k | 143.46 |
| 2021-03-31 | $2.4M | 16k | 149.73 |
| 2020-12-31 | $2.4M | 17k | 146.81 |
| 2020-09-30 | $2.0M | 22k | 93.46 |
| 2020-06-30 | $2.2M | 23k | 96.59 |
| 2020-03-31 | $1.7M | 24k | 70.65 |
| 2019-12-31 | $2.2M | 22k | 98.68 |
| 2019-09-30 | $2.2M | 23k | 93.98 |
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