American Portfolios Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

American Portfolios Advisors’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 Q3	$74.8K	Sell	723 -31	-4%	-$3.52K	﹤0.01%	1509
2022 Q2	$78.4K	Sell	754 -392	-34%	-$45.1K	﹤0.01%	1530
2022 Q1	$148K	Hold	1,146	–	–	0.01%	1322
2021 Q4	$160K	Buy	1,146 +274	+31%	+$39.8K	0.01%	1276
2021 Q3	$126K	Buy	872 +212	+32%	+$30.8K	﹤0.01%	1348
2021 Q2	$101K	Hold	660	–	–	﹤0.01%	1420
2021 Q1	$97K	Buy	660 +10	+2%	+$1.43K	﹤0.01%	1330
2020 Q4	$77.1K	Sell	650 -10	-2%	-$1.06K	﹤0.01%	1256
2020 Q3	$59.7K	Buy	660 +347	+111%	+$31.7K	﹤0.01%	1258
2020 Q2	$27.3K	Hold	313	–	–	﹤0.01%	1514
2020 Q1	$21K	Hold	313	–	–	﹤0.01%	1518
2019 Q4	$31.1K	Buy	313 +10	+3%	+$925	﹤0.01%	1550
2019 Q3	$26.7K	Hold	303	–	–	﹤0.01%	1545
2019 Q2	$28.2K	Sell	303 -162	-35%	-$15K	﹤0.01%	1521
2019 Q1	$43.1K	Sell	465 -45	-9%	-$4.15K	﹤0.01%	1259
2018 Q4	$42K	Buy	510 +45	+10%	+$4.18K	0.01%	1091
2018 Q3	$49.4K	Hold	465	–	–	0.01%	1118
2018 Q2	$49.1K	Buy	465 +215	+86%	+$22K	0.01%	1079
2018 Q1	$24K	Buy	250 +50	+25%	+$4.87K	﹤0.01%	1325
2017 Q4	$19.1K	Buy	+200	New	+$19K	﹤0.01%	1341

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 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

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Portfolios Advisors's IWC Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 4.1% in Q3 2022, selling an estimated $3.52K and leaving 723 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

American Portfolios Advisors first reported a position in IWC in Q4 2017 and has held it in 20 quarters since. The position peaked at $160K in Q4 2021. 195 funds tracked by Wall St. Rank hold IWC as of Q3 2022.

American Portfolios Advisors held 723 shares of iShares Micro-Cap ETF worth $74.8K as of Q3 2022.
American Portfolios Advisors sold 31 iShares Micro-Cap ETF shares in Q3 2022, an estimated $3.52K.
iShares Micro-Cap ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1509 holding.
American Portfolios Advisors first reported a position in iShares Micro-Cap ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Micro-Cap ETF position peaked at $160K in Q4 2021.
195 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.