Belvedere Trading
IWC icon

Belvedere Trading’s iShares Micro-Cap ETF IWC Stock Holding History

Belvedere Trading’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
Q4 		– Sell
-3,000
Closed -$370K – 947
2024
Q3 		$370K Buy
+3,000
New +$363K ﹤0.01% 230
2021
Q3 		– Sell
-17,500
Closed -$2.51M – 531
2021
Q2 		$2.51M Sell
17,500
-1,900
-10% -$282K 0.19% 22
2021
Q1 		$2.85M Buy
+19,400
New +$2.77M 0.23% 20

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return