Arlington Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Arlington Partners’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	-540	Closed	-$56K	–	412
2022 Q2	$56K	Hold	540	–	–	0.02%	232
2022 Q1	$70K	Hold	540	–	–	0.02%	222
2021 Q4	$75K	Hold	540	–	–	0.02%	233
2021 Q3	$78K	Hold	540	–	–	0.02%	200
2021 Q2	$82K	Hold	540	–	–	0.03%	153
2021 Q1	$79K	Buy	+540	New	+$77.1K	0.03%	175

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 $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 $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

Arlington Partners's IWC Position: Q3 2022 in Review

Arlington Partners sold out of iShares Micro-Cap ETF (IWC) in Q3 2022, closing a stake of 540 shares — an estimated $56K sold.

Arlington Partners first reported a position in IWC in Q1 2021 and held it in 6 quarters. The position peaked at $82K in Q2 2021. 194 funds tracked by Wall St. Rank hold IWC as of Q3 2022.

Arlington Partners reported no remaining iShares Micro-Cap ETF position as of Q3 2022 after selling out during the quarter.
Arlington Partners sold 540 iShares Micro-Cap ETF shares in Q3 2022, an estimated $56K.
Arlington Partners first reported a position in iShares Micro-Cap ETF in Q1 2021 and held it in 6 quarters.
Arlington Partners's iShares Micro-Cap ETF position peaked at $82K in Q2 2021.
194 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2022.

Based on Arlington Partners's 13F filing for Q3 2022, filed 28 Oct 2022.