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Advisory Research’s iShares Micro-Cap ETF IWC Stock Holding History

Advisory Research’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
2022
Q4 		– Sell
-5,346
Closed -$552K – 385
2022
Q3 		$552K Buy
+5,346
New +$607K 0.05% 227

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Advisory Research's IWC Position: Q4 2022 in Review

Advisory Research sold out of iShares Micro-Cap ETF (IWC) in Q4 2022, closing a stake of 5,346 shares — an estimated $552K sold.

Advisory Research first reported a position in IWC in Q3 2022 and held it in 1 quarter. The position peaked at $552K in Q3 2022. 197 funds tracked by Wall St. Rank hold IWC as of Q4 2022.

  • Advisory Research reported no remaining iShares Micro-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Advisory Research sold 5,346 iShares Micro-Cap ETF shares in Q4 2022, an estimated $552K.
  • Advisory Research first reported a position in iShares Micro-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Advisory Research's iShares Micro-Cap ETF position peaked at $552K in Q3 2022.
  • 197 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2022.

Based on Advisory Research's 13F filing for Q4 2022, filed 13 Feb 2023.