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

Boys Arnold & 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
2017
Q3 		– Sell
-3,711
Closed -$330K – 270
2017
Q2 		$330K Buy
3,711
+1,331
+56% +$115K 0.04% 232
2017
Q1 		$204K Buy
+2,380
New +$202K 0.03% 269

Other funds holding IWC

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Boys Arnold & Co's IWC Position: Q3 2017 in Review

Boys Arnold & Co sold out of iShares Micro-Cap ETF (IWC) in Q3 2017, closing a stake of 3,711 shares — an estimated $330K sold.

Boys Arnold & Co first reported a position in IWC in Q1 2017 and held it in 2 quarters. The position peaked at $330K in Q2 2017. 142 funds tracked by Wall St. Rank hold IWC as of Q3 2017.

  • Boys Arnold & Co reported no remaining iShares Micro-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Boys Arnold & Co sold 3,711 iShares Micro-Cap ETF shares in Q3 2017, an estimated $330K.
  • Boys Arnold & Co first reported a position in iShares Micro-Cap ETF in Q1 2017 and held it in 2 quarters.
  • Boys Arnold & Co's iShares Micro-Cap ETF position peaked at $330K in Q2 2017.
  • 142 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2017.

Based on Boys Arnold & Co's 13F filing for Q3 2017, filed 27 Oct 2017.