Cetera Advisor Networks’s iShares Micro-Cap ETF IWC Stock Holding History

Cetera Advisor Networks’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	$405K	Buy	3,340 +963	+41%	+$111K	﹤0.01%	2072
2023 Q4	$276K	Buy	+2,377	New	+$241K	﹤0.01%	2299
2022 Q4	–	Sell	-2,069	Closed	-$214K	–	2565
2022 Q3	$214K	Buy	2,069 +111	+6%	+$12.6K	﹤0.01%	1809
2022 Q2	$203K	Sell	1,958 -95	-5%	-$10.9K	﹤0.01%	1853
2022 Q1	$265K	Sell	2,053 -178	-8%	-$22.9K	﹤0.01%	1707
2021 Q4	$312K	Buy	2,231 +107	+5%	+$15.5K	﹤0.01%	1579
2021 Q3	$307K	Buy	2,124 +340	+19%	+$49.4K	﹤0.01%	1506
2021 Q2	$272K	Sell	1,784 -816	-31%	-$121K	﹤0.01%	1569
2021 Q1	$382K	Sell	2,600 -1,675	-39%	-$239K	0.01%	1002
2020 Q4	$507K	Buy	+4,275	New	+$452K	0.01%	786
2020 Q3	–	Sell	-1,945	Closed	-$170K	–	2123
2020 Q2	$170K	Buy	+1,945	New	+$152K	﹤0.01%	1207

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 $77.5B AUM 28.19% 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

Cetera Advisor Networks's IWC Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Micro-Cap ETF (IWC) stake by 41% in Q1 2024, buying an estimated $111K and bringing the position to 3,340 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Cetera Advisor Networks first reported a position in IWC in Q2 2020 and has held it in 11 quarters since. The position peaked at $507K in Q4 2020. 209 funds tracked by Wall St. Rank hold IWC as of Q1 2024.

Cetera Advisor Networks held 3,340 shares of iShares Micro-Cap ETF worth $405K as of Q1 2024.
Cetera Advisor Networks bought 963 iShares Micro-Cap ETF shares in Q1 2024, an estimated $111K.
iShares Micro-Cap ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2072 holding.
Cetera Advisor Networks first reported a position in iShares Micro-Cap ETF in Q2 2020 and has held it in 11 quarters since.
Cetera Advisor Networks's iShares Micro-Cap ETF position peaked at $507K in Q4 2020.
209 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.