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iShares Russell Microcap Index shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of iShares Russell Microcap Index (IWC) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in iShares Russell Microcap Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Microcap Index held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Microcap Index by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-06-30 $438k 4.0k 109.29
2023-03-31 $487k 4.7k 104.50
2022-12-31 $704k 6.5k 107.83
2022-09-30 $680k 6.6k 103.36
2022-06-30 $689k 6.6k 103.95
2022-03-31 $858k 6.7k 128.79
2021-12-31 $997k 7.1k 139.71
2021-09-30 $1.0M 7.1k 144.39
2021-06-30 $1.1M 7.3k 152.57
2021-03-31 $1.2M 7.8k 146.99
2020-12-31 $871k 7.3k 118.70
2020-09-30 $645k 7.1k 90.42
2020-06-30 $645k 7.4k 87.30
2020-03-31 $619k 9.2k 66.99
2019-12-31 $943k 9.5k 99.45
2019-09-30 $853k 9.7k 88.19
2019-06-30 $1.7M 18k 93.19
2019-03-31 $1.7M 19k 92.77
2018-12-31 $1.7M 20k 82.44
2018-09-30 $2.2M 21k 106.31
2018-06-30 $2.6M 25k 105.60
2018-03-31 $2.4M 25k 96.07
2017-12-31 $2.5M 26k 95.69
2017-09-30 $2.5M 26k 94.44
2017-06-30 $2.5M 28k 88.93
2017-03-31 $2.4M 28k 85.65
2016-12-31 $2.5M 29k 85.83
2016-09-30 $2.5M 32k 78.02
2016-06-30 $2.2M 30k 71.01
2016-03-31 $2.1M 31k 67.92
2015-12-31 $3.1M 43k 72.10
2015-09-30 $2.7M 39k 69.75
2015-06-30 $2.9M 36k 81.53
2015-03-31 $2.4M 32k 77.23
2014-12-31 $1.9M 25k 76.98
2014-09-30 $2.9M 42k 69.53
2014-06-30 $3.2M 43k 76.13
2014-03-31 $3.2M 42k 77.29
2013-12-31 $2.8M 38k 75.13
2013-09-30 $2.5M 37k 68.49
2013-06-30 $1.7M 28k 61.74
2013-03-31 $1.6M 27k 58.66
2012-12-31 $1.1M 20k 52.33
2012-09-30 $649k 12k 52.87
2012-06-30 $504k 10k 50.01

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

Top funds holding iShares Russell Microcap Index

Goodman & Company, Investment Counsel
Goldman Sachs Group
CI Private Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Whittier Trust
TABR Capital Management
LPL Financial
Cetera Investment Advisers
Chicago Partners Investment
Wells Fargo & Company
Halbert Hargrove Global Advisors
Susquehanna International
Whittier Trust Co. of Nevada
Yeomans Consulting Group
Schoolcraft Capital

View all funds holding iShares Russell Microcap Index