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Balboa Wealth Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Balboa Wealth 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
2023
Q2 		– Sell
-7,941
Closed -$830K – 318
2023
Q1 		$830K Buy
+7,941
New +$891K 0.31% 64

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Balboa Wealth Partners's IWC Position: Q2 2023 in Review

Balboa Wealth Partners sold out of iShares Micro-Cap ETF (IWC) in Q2 2023, closing a stake of 7,941 shares — an estimated $830K sold.

Balboa Wealth Partners first reported a position in IWC in Q1 2023 and held it in 1 quarter. The position peaked at $830K in Q1 2023. 193 funds tracked by Wall St. Rank hold IWC as of Q2 2023.

  • Balboa Wealth Partners reported no remaining iShares Micro-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 7,941 iShares Micro-Cap ETF shares in Q2 2023, an estimated $830K.
  • Balboa Wealth Partners first reported a position in iShares Micro-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's iShares Micro-Cap ETF position peaked at $830K in Q1 2023.
  • 193 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2023.

Based on Balboa Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.