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Advisor Group’s iShares Micro-Cap ETF IWC Stock Holding History

Advisor Group’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
2019
Q4 		$557K Sell
5,604
-1,031
-16% -$95.4K ﹤0.01% 1591
2019
Q3 		$584K Sell
6,635
-1,495
-18% -$134K ﹤0.01% 1505
2019
Q2 		$759K Buy
8,130
+1,076
+15% +$99.8K 0.01% 1317
2019
Q1 		$654K Sell
7,054
-59
-0.8% -$5.44K 0.01% 1404
2018
Q4 		$586K Sell
7,113
-634
-8% -$58.9K 0.01% 1295
2018
Q3 		$823K Buy
7,747
+4,099
+112% +$439K 0.01% 1120
2018
Q2 		$385K Sell
3,648
-221
-6% -$22.6K 0.01% 1506
2018
Q1 		$372K Buy
3,869
+275
+8% +$26.8K 0.01% 1528
2017
Q4 		$344K Buy
3,594
+649
+22% +$61.5K ﹤0.01% 1593
2017
Q3 		$278K Sell
2,945
-171
-5% -$15.1K ﹤0.01% 1596
2017
Q2 		$277K Sell
3,116
-115
-4% -$9.91K ﹤0.01% 1537
2017
Q1 		$275K Sell
3,231
-6,101
-65% -$518K 0.01% 1438
2016
Q4 		$802K Sell
9,332
-1,885
-17% -$151K 0.02% 760
2016
Q3 		$875K Buy
11,217
+3,897
+53% +$293K 0.02% 683
2016
Q2 		$517K Buy
+7,320
New +$511K 0.01% 905

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
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Advisor Group's IWC Position: Q4 2019 in Review

Advisor Group reduced its iShares Micro-Cap ETF (IWC) stake by 16% in Q4 2019, selling an estimated $95.4K and leaving 5,604 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Advisor Group first reported a position in IWC in Q2 2016 and has held it in 15 quarters since. The position peaked at $875K in Q3 2016. 187 funds tracked by Wall St. Rank hold IWC as of Q4 2019.

  • Advisor Group held 5,604 shares of iShares Micro-Cap ETF worth $557K as of Q4 2019.
  • Advisor Group sold 1,031 iShares Micro-Cap ETF shares in Q4 2019, an estimated $95.4K.
  • iShares Micro-Cap ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1591 holding.
  • Advisor Group first reported a position in iShares Micro-Cap ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Micro-Cap ETF position peaked at $875K in Q3 2016.
  • 187 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.