AWM
IWC icon

Aevitas Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Aevitas Wealth 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
2019
Q2 		– Sell
-141
Closed -$13K – 207
2019
Q1 		$13K Buy
141
+41
+41% +$3.78K 0.01% 284
2018
Q4 		$8K Hold
100
– – 0.01% 316
2018
Q3 		$11K Hold
100
– – 0.01% 332
2018
Q2 		$11K Hold
100
– – 0.01% 314
2018
Q1 		$10K Hold
100
– – 0.01% 320
2017
Q4 		$10K Buy
+100
New +$9.48K 0.01% 317

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
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Aevitas Wealth Management's IWC Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2019, closing a stake of 141 shares — an estimated $13K sold.

Aevitas Wealth Management first reported a position in IWC in Q4 2017 and held it in 6 quarters. The position peaked at $13K in Q1 2019. 175 funds tracked by Wall St. Rank hold IWC as of Q2 2019.

  • Aevitas Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 141 iShares Micro-Cap ETF shares in Q2 2019, an estimated $13K.
  • Aevitas Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's iShares Micro-Cap ETF position peaked at $13K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.