ACM
IWC icon

Aviance Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

Aviance Capital 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
2016
Q4 		– Sell
-24,442
Closed -$1.91M – 258
2016
Q3 		$1.91M Buy
24,442
+4,576
+23% +$344K 0.05% 154
2016
Q2 		$1.41M Buy
19,866
+6,495
+49% +$454K 0.04% 169
2016
Q1 		$908K Buy
13,371
+4,238
+46% +$274K 0.03% 191
2015
Q4 		$658K Buy
9,133
+5,044
+123% +$372K 0.02% 200
2015
Q3 		$285K Buy
+4,089
New +$312K 0.01% 258

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Aviance Capital Management's IWC Position: Q4 2016 in Review

Aviance Capital Management sold out of iShares Micro-Cap ETF (IWC) in Q4 2016, closing a stake of 24,442 shares — an estimated $1.91M sold.

Aviance Capital Management first reported a position in IWC in Q3 2015 and held it in 5 quarters. The position peaked at $1.91M in Q3 2016. 143 funds tracked by Wall St. Rank hold IWC as of Q4 2016.

  • Aviance Capital Management reported no remaining iShares Micro-Cap ETF position as of Q4 2016 after selling out during the quarter.
  • Aviance Capital Management sold 24,442 iShares Micro-Cap ETF shares in Q4 2016, an estimated $1.91M.
  • Aviance Capital Management first reported a position in iShares Micro-Cap ETF in Q3 2015 and held it in 5 quarters.
  • Aviance Capital Management's iShares Micro-Cap ETF position peaked at $1.91M in Q3 2016.
  • 143 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2016.

Based on Aviance Capital Management's 13F filing for Q4 2016, filed 14 Feb 2017.