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

Baystate 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
2023
Q2 		– Sell
-203
Closed -$21.3K – 1068
2023
Q1 		$21.3K Hold
203
– – ﹤0.01% 454
2022
Q4 		$22K Buy
203
+1
+0.5% +$109 ﹤0.01% 446
2022
Q3 		$21K Buy
202
+1
+0.5% +$114 ﹤0.01% 422
2022
Q2 		$21K Buy
+201
New +$23.1K ﹤0.01% 443

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 $717M AUM 10.97% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Baystate Wealth Management's IWC Position: Q2 2023 in Review

Baystate Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2023, closing a stake of 203 shares — an estimated $21.3K sold.

Baystate Wealth Management first reported a position in IWC in Q2 2022 and held it in 4 quarters. The position peaked at $22K in Q4 2022. 193 funds tracked by Wall St. Rank hold IWC as of Q2 2023.

  • Baystate Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 203 iShares Micro-Cap ETF shares in Q2 2023, an estimated $21.3K.
  • Baystate Wealth Management first reported a position in iShares Micro-Cap ETF in Q2 2022 and held it in 4 quarters.
  • Baystate Wealth Management's iShares Micro-Cap ETF position peaked at $22K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.