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Cornerstone Advisors (Washington)’s iShares Micro-Cap ETF IWC Stock Holding History

Cornerstone Advisors (Washington)’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
2017
Q1 		– Sell
-237
Closed -$20K – 935
2016
Q4 		$20K Sell
237
-122
-34% -$9.8K 0.02% 490
2016
Q3 		$28K Sell
359
-178
-33% -$13.4K 0.02% 378
2016
Q2 		$38K Hold
537
– – 0.04% 186
2016
Q1 		$37K Buy
537
+1
+0.2% +$65 0.04% 192
2015
Q4 		$39K Buy
536
+43
+9% +$3.17K 0.04% 215
2015
Q3 		$34K Buy
493
+1
+0.2% +$76 0.03% 231
2015
Q2 		$40K Hold
492
– – 0.03% 188
2015
Q1 		$39K Buy
492
+1
+0.2% +$77 0.03% 212
2014
Q4 		$38K Buy
491
+2
+0.4% +$145 0.03% 208
2014
Q3 		$34K Buy
489
+2
+0.4% +$145 0.03% 95
2014
Q2 		$37K Hold
487
– – 0.03% 101
2014
Q1 		$38K Buy
+487
New +$37.4K 0.04% 92

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Cornerstone Advisors (Washington)'s IWC Position: Q1 2017 in Review

Cornerstone Advisors (Washington) sold out of iShares Micro-Cap ETF (IWC) in Q1 2017, closing a stake of 237 shares — an estimated $20K sold.

Cornerstone Advisors (Washington) first reported a position in IWC in Q1 2014 and held it in 12 quarters. The position peaked at $40K in Q2 2015. 149 funds tracked by Wall St. Rank hold IWC as of Q1 2017.

  • Cornerstone Advisors (Washington) reported no remaining iShares Micro-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 237 iShares Micro-Cap ETF shares in Q1 2017, an estimated $20K.
  • Cornerstone Advisors (Washington) first reported a position in iShares Micro-Cap ETF in Q1 2014 and held it in 12 quarters.
  • Cornerstone Advisors (Washington)'s iShares Micro-Cap ETF position peaked at $40K in Q2 2015.
  • 149 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2017.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2017, filed 27 Apr 2017.