AIM
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Advantage Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

Advantage Investment Management’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-363
Closed -$35K – 1028
2017
Q4 		$35K Buy
+363
New +$34.4K 0.01% 469

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Advantage Investment Management's IWC Position: Q1 2018 in Review

Advantage Investment Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2018, closing a stake of 363 shares — an estimated $35K sold.

Advantage Investment Management first reported a position in IWC in Q4 2017 and held it in 1 quarter. The position peaked at $35K in Q4 2017. 169 funds tracked by Wall St. Rank hold IWC as of Q1 2018.

  • Advantage Investment Management reported no remaining iShares Micro-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Advantage Investment Management sold 363 iShares Micro-Cap ETF shares in Q1 2018, an estimated $35K.
  • Advantage Investment Management first reported a position in iShares Micro-Cap ETF in Q4 2017 and held it in 1 quarter.
  • Advantage Investment Management's iShares Micro-Cap ETF position peaked at $35K in Q4 2017.
  • 169 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.