Bromfield Sneider Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Bromfield Sneider Wealth Advisors’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 Q1	$492K	Buy	4,060 +900	+28%	+$103K	0.3%	31
2023 Q4	$367K	Buy	3,160 +185	+6%	+$18.8K	0.25%	31
2023 Q3	$298K	Buy	2,975 +70	+2%	+$7.57K	0.22%	35
2023 Q2	$318K	Buy	2,905 +3	+0.1%	+$315	0.25%	31
2023 Q1	$303K	Buy	2,902 +89	+3%	+$9.99K	0.26%	30
2022 Q4	$303K	Buy	2,813 +11	+0.4%	+$1.2K	0.28%	27
2022 Q3	$290K	Buy	2,802 +575	+26%	+$65.3K	0.34%	23
2022 Q2	$232K	Buy	2,227 +510	+30%	+$58.7K	0.28%	28
2022 Q1	$221K	Buy	1,717 +1	+0.1%	+$128	0.23%	29
2021 Q4	$240K	Buy	+1,716	New	+$249K	0.24%	26

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IWC Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its iShares Micro-Cap ETF (IWC) stake by 28% in Q1 2024, buying an estimated $103K and bringing the position to 4,060 shares worth $492K. The position accounts for 0.3% of the portfolio, ranked #31.

Bromfield Sneider Wealth Advisors first reported a position in IWC in Q4 2021 and has held it in 10 quarters since. 209 funds tracked by Wall St. Rank hold IWC as of Q1 2024.

Bromfield Sneider Wealth Advisors held 4,060 shares of iShares Micro-Cap ETF worth $492K as of Q1 2024.
Bromfield Sneider Wealth Advisors bought 900 iShares Micro-Cap ETF shares in Q1 2024, an estimated $103K.
iShares Micro-Cap ETF made up 0.3% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #31 holding.
Bromfield Sneider Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 10 quarters since.
209 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.