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Archer Investment Corporation’s iShares Micro-Cap ETF IWC Stock Holding History

Archer Investment Corporation’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
2019
Q4 		– Sell
-300
Closed -$26K – 620
2019
Q3 		$26K Hold
300
– – 0.02% 276
2019
Q2 		$28K Hold
300
– – 0.02% 269
2019
Q1 		$28K Sell
300
-100
-25% -$9.21K 0.02% 271
2018
Q4 		$33K Buy
+400
New +$37.2K 0.03% 244

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
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Archer Investment Corporation's IWC Position: Q4 2019 in Review

Archer Investment Corporation sold out of iShares Micro-Cap ETF (IWC) in Q4 2019, closing a stake of 300 shares — an estimated $26K sold.

Archer Investment Corporation first reported a position in IWC in Q4 2018 and held it in 4 quarters. The position peaked at $33K in Q4 2018. 188 funds tracked by Wall St. Rank hold IWC as of Q4 2019.

  • Archer Investment Corporation reported no remaining iShares Micro-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Archer Investment Corporation sold 300 iShares Micro-Cap ETF shares in Q4 2019, an estimated $26K.
  • Archer Investment Corporation first reported a position in iShares Micro-Cap ETF in Q4 2018 and held it in 4 quarters.
  • Archer Investment Corporation's iShares Micro-Cap ETF position peaked at $33K in Q4 2018.
  • 188 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2019.

Based on Archer Investment Corporation's 13F filing for Q4 2019, filed 20 Feb 2020.