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Andrew C. Karlinski’s iShares Micro-Cap ETF IWC Stock Holding History

Andrew C. Karlinski’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 		– Sell
-36
Closed -$4K – 317
2022
Q2 		$4K Hold
36
– – 0.01% 217
2022
Q1 		$5K Hold
36
– – 0.01% 200
2021
Q4 		$5K Buy
+36
New +$5.22K 0.01% 150

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 $2.07B AUM 19% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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 $717M AUM 10.97% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Andrew C. Karlinski's IWC Position: Q3 2022 in Review

Andrew C. Karlinski sold out of iShares Micro-Cap ETF (IWC) in Q3 2022, closing a stake of 36 shares — an estimated $4K sold.

Andrew C. Karlinski first reported a position in IWC in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 194 funds tracked by Wall St. Rank hold IWC as of Q3 2022.

  • Andrew C. Karlinski reported no remaining iShares Micro-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 36 iShares Micro-Cap ETF shares in Q3 2022, an estimated $4K.
  • Andrew C. Karlinski first reported a position in iShares Micro-Cap ETF in Q4 2021 and held it in 3 quarters.
  • Andrew C. Karlinski's iShares Micro-Cap ETF position peaked at $5K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2022.

Based on Andrew C. Karlinski's 13F filing for Q3 2022, filed 14 Nov 2022.