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

Axxcess 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
-45,645
Closed -$5.3M – 897
2023
Q4 		$5.3M Buy
+45,645
New +$4.63M 0.15% 126

Other funds holding IWC

1832 Asset Management
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Axxcess Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2024, closing a stake of 45,645 shares — an estimated $5.3M sold.

Axxcess Wealth Management first reported a position in IWC in Q4 2023 and held it in 1 quarter. The position peaked at $5.3M in Q4 2023. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2024.

  • Axxcess Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 45,645 iShares Micro-Cap ETF shares in Q1 2024, an estimated $5.3M.
  • Axxcess Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares Micro-Cap ETF position peaked at $5.3M in Q4 2023.
  • 208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.