Ameriprise’s iShares Micro-Cap ETF IWC Stock Holding History

Ameriprise’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
2018 Q4	–	Sell	-17,302	Closed	-$1.84M	–	3708
2018 Q3	$1.84M	Buy	+17,302	New	+$1.85M	﹤0.01%	2847
2014 Q2	–	Sell	-1,386	Closed	-$107K	–	5615
2014 Q1	$107K	Buy	1,386 +1,143	+470%	+$87.8K	﹤0.01%	3482
2013 Q4	$18K	Sell	243 -100	-29%	-$7.11K	﹤0.01%	4121
2013 Q3	$23K	Buy	343 +201	+142%	+$13.3K	﹤0.01%	4317
2013 Q2	$9K	Buy	+142	New	+$8.48K	﹤0.01%	4854

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

Ameriprise's IWC Position: Q4 2018 in Review

Ameriprise sold out of iShares Micro-Cap ETF (IWC) in Q4 2018, closing a stake of 17,302 shares — an estimated $1.84M sold.

Ameriprise first reported a position in IWC in Q2 2013 and held it in 5 quarters. The position peaked at $1.84M in Q3 2018. 189 funds tracked by Wall St. Rank hold IWC as of Q4 2018.

Ameriprise reported no remaining iShares Micro-Cap ETF position as of Q4 2018 after selling out during the quarter.
Ameriprise sold 17,302 iShares Micro-Cap ETF shares in Q4 2018, an estimated $1.84M.
Ameriprise first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 5 quarters.
Ameriprise's iShares Micro-Cap ETF position peaked at $1.84M in Q3 2018.
189 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2018.

Based on Ameriprise's 13F filing for Q4 2018, filed 14 Feb 2019.