AFC
IWC icon

AFT Forsyth & Company’s iShares Micro-Cap ETF IWC Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$29K Hold
420
– – 0.04% 216
2013
Q2 		$26K Buy
+420
New +$25.1K 0.04% 207

Other funds holding IWC

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

AFT Forsyth & Company's IWC Position: Q3 2013 in Review

AFT Forsyth & Company held its iShares Micro-Cap ETF (IWC) position steady in Q3 2013 at 420 shares worth $29K. The position accounts for 0.04% of the portfolio, ranked #216.

AFT Forsyth & Company first reported a position in IWC in Q2 2013 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold IWC as of Q3 2013.

  • AFT Forsyth & Company held 420 shares of iShares Micro-Cap ETF worth $29K as of Q3 2013.
  • AFT Forsyth & Company left its iShares Micro-Cap ETF share count unchanged in Q3 2013.
  • iShares Micro-Cap ETF made up 0.04% of AFT Forsyth & Company's portfolio in Q3 2013, its #216 holding.
  • AFT Forsyth & Company first reported a position in iShares Micro-Cap ETF in Q2 2013 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.