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

Ausdal Financial 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
2018 Q4	–	Sell	-4,368	Closed	-$464K	–	330
2018 Q3	$464K	Buy	4,368 +19	+0.4%	+$2.04K	0.13%	208
2018 Q2	$459K	Hold	4,349	–	–	0.14%	209
2018 Q1	$418K	Sell	4,349 -57	-1%	-$5.55K	0.15%	200
2017 Q4	$422K	Sell	4,406 -352	-7%	-$33.4K	0.15%	195
2017 Q3	$449K	Buy	4,758 +275	+6%	+$24.3K	0.18%	162
2017 Q2	$399K	Buy	4,483 +230	+5%	+$19.8K	0.17%	169
2017 Q1	$364K	Sell	4,253 -3	-0.1%	-$255	0.16%	165
2016 Q4	$365K	Buy	4,256 +50	+1%	+$4.01K	0.17%	157
2016 Q3	$328K	Buy	4,206 +111	+3%	+$8.34K	0.17%	162
2016 Q2	$290K	Buy	4,095 +540	+15%	+$37.7K	0.15%	169
2016 Q1	$241K	Buy	3,555 +310	+10%	+$20K	0.14%	180
2015 Q4	$234K	Buy	+3,245	New	+$239K	0.12%	192

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

OCM

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

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

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

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

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

Ausdal Financial Partners's IWC Position: Q4 2018 in Review

Ausdal Financial Partners sold out of iShares Micro-Cap ETF (IWC) in Q4 2018, closing a stake of 4,368 shares — an estimated $464K sold.

Ausdal Financial Partners first reported a position in IWC in Q4 2015 and held it in 12 quarters. The position peaked at $464K in Q3 2018. 189 funds tracked by Wall St. Rank hold IWC as of Q4 2018.

Ausdal Financial Partners reported no remaining iShares Micro-Cap ETF position as of Q4 2018 after selling out during the quarter.
Ausdal Financial Partners sold 4,368 iShares Micro-Cap ETF shares in Q4 2018, an estimated $464K.
Ausdal Financial Partners first reported a position in iShares Micro-Cap ETF in Q4 2015 and held it in 12 quarters.
Ausdal Financial Partners's iShares Micro-Cap ETF position peaked at $464K in Q3 2018.
189 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.