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Bartlett & Co’s iShares Micro-Cap ETF IWC Stock Holding History

Bartlett & Co’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
Q4 		$41K Hold
345
– – ﹤0.01% 742
2023
Q3 		$35K Buy
345
+160
+86% +$17.3K ﹤0.01% 719
2023
Q2 		$20K Hold
185
– – ﹤0.01% 825
2023
Q1 		$19K Buy
+185
New +$20.8K ﹤0.01% 724

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Bartlett & Co's IWC Position: Q4 2023 in Review

Bartlett & Co held its iShares Micro-Cap ETF (IWC) position steady in Q4 2023 at 345 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Bartlett & Co first reported a position in IWC in Q1 2023 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold IWC as of Q4 2023.

  • Bartlett & Co held 345 shares of iShares Micro-Cap ETF worth $41K as of Q4 2023.
  • Bartlett & Co left its iShares Micro-Cap ETF share count unchanged in Q4 2023.
  • iShares Micro-Cap ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #742 holding.
  • Bartlett & Co first reported a position in iShares Micro-Cap ETF in Q1 2023 and has held it in 4 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.