Atticus Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Atticus Wealth Management’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
2024 Q1	–	Sell	-18	Closed	-$2.09K	–	564
2023 Q4	$2.09K	Hold	18	–	–	﹤0.01%	482
2023 Q3	$1.8K	Hold	18	–	–	﹤0.01%	508
2023 Q2	$1.97K	Hold	18	–	–	﹤0.01%	497
2023 Q1	$1.88K	Hold	18	–	–	﹤0.01%	478
2022 Q4	$1.94K	Hold	18	–	–	﹤0.01%	466
2022 Q3	$2K	Hold	18	–	–	﹤0.01%	503
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	536
2022 Q1	$2K	Buy	+18	New	+$2.31K	﹤0.01%	527

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Atticus Wealth Management's IWC Position: Q1 2024 in Review

Atticus Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2024, closing a stake of 18 shares — an estimated $2.09K sold.

Atticus Wealth Management first reported a position in IWC in Q1 2022 and held it in 8 quarters. The position peaked at $2.09K in Q4 2023. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2024.

Atticus Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q1 2024 after selling out during the quarter.
Atticus Wealth Management sold 18 iShares Micro-Cap ETF shares in Q1 2024, an estimated $2.09K.
Atticus Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2022 and held it in 8 quarters.
Atticus Wealth Management's iShares Micro-Cap ETF position peaked at $2.09K in Q4 2023.
208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.