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Camarda Financial Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Camarda Financial 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
2019
Q1 		– Sell
-1,009
Closed -$83K – 549
2018
Q4 		$83K Hold
1,009
– – 0.1% 69
2018
Q3 		$107K Hold
1,009
– – 0.12% 84
2018
Q2 		$107K Hold
1,009
– – 0.11% 91
2018
Q1 		$97K Sell
1,009
-22
-2% -$2.14K 0.1% 93
2017
Q4 		$99K Sell
1,031
-288
-22% -$27.3K 0.12% 96
2017
Q3 		$125K Hold
1,319
– – 0.13% 96
2017
Q2 		$117K Sell
1,319
-920
-41% -$79.3K 0.13% 92
2017
Q1 		$192K Sell
2,239
-1,185
-35% -$101K 0.19% 74
2016
Q4 		$294K Sell
3,424
-532
-13% -$42.7K 0.2% 88
2016
Q3 		$309K Sell
3,956
-1,808
-31% -$136K 0.19% 92
2016
Q2 		$408K Sell
5,764
-748
-11% -$52.2K 0.26% 71
2016
Q1 		$442K Sell
6,512
-71
-1% -$4.58K 0.28% 75
2015
Q4 		$475K Sell
6,583
-1,605
-20% -$118K 0.29% 70
2015
Q3 		$571K Sell
8,188
-15
-0.2% -$1.14K 0.36% 62
2015
Q2 		$669K Buy
8,203
+115
+1% +$9.24K 0.37% 61
2015
Q1 		$640K Sell
8,088
-366
-4% -$28.2K 0.36% 61
2014
Q4 		$651K Buy
8,454
+2,509
+42% +$182K 0.41% 62
2014
Q3 		$413K Buy
5,945
+854
+17% +$62K 0.29% 57
2014
Q2 		$388K Buy
5,091
+1,011
+25% +$74.1K 0.27% 64
2014
Q1 		$315K Sell
4,080
-795
-16% -$61.1K 0.24% 64
2013
Q4 		$366K Buy
4,875
+397
+9% +$28.2K 0.3% 60
2013
Q3 		$307K Buy
4,478
+605
+16% +$40K 0.4% 39
2013
Q2 		$239K Buy
+3,873
New +$231K 0.22% 73

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $3.92B AUM 15.21% 1-Year Est. Return
MBT
Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return

Camarda Financial Advisors's IWC Position: Q1 2019 in Review

Camarda Financial Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2019, closing a stake of 1,009 shares — an estimated $83K sold.

Camarda Financial Advisors first reported a position in IWC in Q2 2013 and held it in 23 quarters. The position peaked at $669K in Q2 2015. 184 funds tracked by Wall St. Rank hold IWC as of Q1 2019.

  • Camarda Financial Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 1,009 iShares Micro-Cap ETF shares in Q1 2019, an estimated $83K.
  • Camarda Financial Advisors first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 23 quarters.
  • Camarda Financial Advisors's iShares Micro-Cap ETF position peaked at $669K in Q2 2015.
  • 184 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2019.

Based on Camarda Financial Advisors's 13F filing for Q1 2019, filed 25 Apr 2019.