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AmeriServ Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

AmeriServ Wealth 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
2014
Q1 		– Sell
-3,600
Closed -$270K – 153
2013
Q4 		$270K Hold
3,600
– – 0.16% 149
2013
Q3 		$247K Buy
3,600
+50
+1% +$3.3K 0.16% 149
2013
Q2 		$219K Buy
+3,550
New +$212K 0.14% 157

Other funds holding IWC

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

AmeriServ Wealth Advisors's IWC Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2014, closing a stake of 3,600 shares — an estimated $270K sold.

AmeriServ Wealth Advisors first reported a position in IWC in Q2 2013 and held it in 3 quarters. The position peaked at $270K in Q4 2013. 130 funds tracked by Wall St. Rank hold IWC as of Q1 2014.

  • AmeriServ Wealth Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 3,600 iShares Micro-Cap ETF shares in Q1 2014, an estimated $270K.
  • AmeriServ Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 3 quarters.
  • AmeriServ Wealth Advisors's iShares Micro-Cap ETF position peaked at $270K in Q4 2013.
  • 130 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.