C.M. Bidwell & Associates’s iShares Micro-Cap ETF IWC Stock Holding History

C.M. Bidwell & Associates’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
2020 Q3	–	Sell	-45	Closed	-$4K	–	490
2020 Q2	$4K	Hold	45	–	–	﹤0.01%	359
2020 Q1	$3K	Sell	45 -320	-88%	-$28.3K	﹤0.01%	306
2019 Q4	$36K	Buy	365 +1	+0.3%	+$92	0.03%	267
2019 Q3	$32K	Hold	364	–	–	0.03%	281
2019 Q2	$34K	Hold	364	–	–	0.03%	276
2019 Q1	$34K	Hold	364	–	–	0.03%	275
2018 Q4	$30K	Hold	364	–	–	0.03%	276
2018 Q3	$39K	Hold	364	–	–	0.04%	250
2018 Q2	$38K	Hold	364	–	–	0.04%	264
2018 Q1	$35K	Hold	364	–	–	0.03%	262
2017 Q4	$35K	Buy	+364	New	+$34.5K	0.03%	263

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HHGA

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

AAS

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

C.M. Bidwell & Associates's IWC Position: Q3 2020 in Review

C.M. Bidwell & Associates sold out of iShares Micro-Cap ETF (IWC) in Q3 2020, closing a stake of 45 shares — an estimated $4K sold.

C.M. Bidwell & Associates first reported a position in IWC in Q4 2017 and held it in 11 quarters. The position peaked at $39K in Q3 2018. 157 funds tracked by Wall St. Rank hold IWC as of Q3 2020.

C.M. Bidwell & Associates reported no remaining iShares Micro-Cap ETF position as of Q3 2020 after selling out during the quarter.
C.M. Bidwell & Associates sold 45 iShares Micro-Cap ETF shares in Q3 2020, an estimated $4K.
C.M. Bidwell & Associates first reported a position in iShares Micro-Cap ETF in Q4 2017 and held it in 11 quarters.
C.M. Bidwell & Associates's iShares Micro-Cap ETF position peaked at $39K in Q3 2018.
157 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2020.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.