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Avalon Investment & Advisory’s iShares Micro-Cap ETF IWC Stock Holding History

Avalon Investment & Advisory’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
Q3 		– Sell
-1,922
Closed -$203K – 363
2018
Q2 		$203K Buy
+1,922
New +$196K 0.01% 339

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
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
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Avalon Investment & Advisory's IWC Position: Q3 2018 in Review

Avalon Investment & Advisory sold out of iShares Micro-Cap ETF (IWC) in Q3 2018, closing a stake of 1,922 shares — an estimated $203K sold.

Avalon Investment & Advisory first reported a position in IWC in Q2 2018 and held it in 1 quarter. The position peaked at $203K in Q2 2018. 186 funds tracked by Wall St. Rank hold IWC as of Q3 2018.

  • Avalon Investment & Advisory reported no remaining iShares Micro-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 1,922 iShares Micro-Cap ETF shares in Q3 2018, an estimated $203K.
  • Avalon Investment & Advisory first reported a position in iShares Micro-Cap ETF in Q2 2018 and held it in 1 quarter.
  • Avalon Investment & Advisory's iShares Micro-Cap ETF position peaked at $203K in Q2 2018.
  • 186 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2018.

Based on Avalon Investment & Advisory's 13F filing for Q3 2018, filed 14 Nov 2018.