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

Claro 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
2023
Q3 		– Sell
-2,657
Closed -$290K – 387
2023
Q2 		$290K Buy
2,657
+344
+15% +$36.1K 0.07% 270
2023
Q1 		$242K Buy
2,313
+29
+1% +$3.25K 0.07% 277
2022
Q4 		$246K Buy
2,284
+338
+17% +$36.8K 0.08% 247
2022
Q3 		$202K Hold
1,946
– – 0.08% 246
2022
Q2 		$202K Buy
+1,946
New +$224K 0.08% 246

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Claro Advisors's IWC Position: Q3 2023 in Review

Claro Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2023, closing a stake of 2,657 shares — an estimated $290K sold.

Claro Advisors first reported a position in IWC in Q2 2022 and held it in 5 quarters. The position peaked at $290K in Q2 2023. 190 funds tracked by Wall St. Rank hold IWC as of Q3 2023.

  • Claro Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Claro Advisors sold 2,657 iShares Micro-Cap ETF shares in Q3 2023, an estimated $290K.
  • Claro Advisors first reported a position in iShares Micro-Cap ETF in Q2 2022 and held it in 5 quarters.
  • Claro Advisors's iShares Micro-Cap ETF position peaked at $290K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2023.

Based on Claro Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.