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Alpha Cubed Investments’s iShares Micro-Cap ETF IWC Stock Holding History

Alpha Cubed Investments’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
2020
Q1 		– Sell
-2,718
Closed -$270K – 239
2019
Q4 		$270K Hold
2,718
– – 0.03% 207
2019
Q3 		$240K Hold
2,718
– – 0.03% 215
2019
Q2 		$253K Buy
+2,718
New +$252K 0.03% 203

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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Alpha Cubed Investments's IWC Position: Q1 2020 in Review

Alpha Cubed Investments sold out of iShares Micro-Cap ETF (IWC) in Q1 2020, closing a stake of 2,718 shares — an estimated $270K sold.

Alpha Cubed Investments first reported a position in IWC in Q2 2019 and held it in 3 quarters. The position peaked at $270K in Q4 2019. 163 funds tracked by Wall St. Rank hold IWC as of Q1 2020.

  • Alpha Cubed Investments reported no remaining iShares Micro-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Alpha Cubed Investments sold 2,718 iShares Micro-Cap ETF shares in Q1 2020, an estimated $270K.
  • Alpha Cubed Investments first reported a position in iShares Micro-Cap ETF in Q2 2019 and held it in 3 quarters.
  • Alpha Cubed Investments's iShares Micro-Cap ETF position peaked at $270K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2020.

Based on Alpha Cubed Investments's 13F filing for Q1 2020, filed 10 Apr 2020.