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Ahrens Investment Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Ahrens Investment Partners’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
Q2 		– Sell
-175
Closed -$23K – 1014
2022
Q1 		$23K Sell
175
-135
-44% -$17.3K 0.01% 557
2021
Q4 		$43K Buy
+310
New +$45K 0.02% 435
2021
Q3 		– Sell
-1,515
Closed -$231K – 228
2021
Q2 		$231K Buy
+1,515
New +$224K 0.11% 201
2021
Q1 		– Sell
-1,825
Closed -$217K – 220
2020
Q4 		$217K Buy
+1,825
New +$193K 0.12% 160

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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 $2.31B AUM 21.64% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Ahrens Investment Partners's IWC Position: Q2 2022 in Review

Ahrens Investment Partners sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 175 shares — an estimated $23K sold.

Ahrens Investment Partners first reported a position in IWC in Q4 2020 and held it in 4 quarters. The position peaked at $231K in Q2 2021. 203 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • Ahrens Investment Partners reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 175 iShares Micro-Cap ETF shares in Q2 2022, an estimated $23K.
  • Ahrens Investment Partners first reported a position in iShares Micro-Cap ETF in Q4 2020 and held it in 4 quarters.
  • Ahrens Investment Partners's iShares Micro-Cap ETF position peaked at $231K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on Ahrens Investment Partners's 13F filing for Q2 2022, filed 2 Aug 2022.