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Creative Financial Designs’s iShares Micro-Cap ETF IWC Stock Holding History

Creative Financial Designs’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
Q4 		– Sell
-50
Closed -$6.22K – 1814
2024
Q3 		$6.22K Hold
50
– – ﹤0.01% 1326
2024
Q2 		$5.73K Sell
50
-90
-64% -$10.4K ﹤0.01% 1292
2024
Q1 		$17K Hold
140
– – ﹤0.01% 1011
2023
Q4 		$16.2K Buy
140
+90
+180% +$9.13K ﹤0.01% 968
2023
Q3 		$5K Sell
50
-62
-55% -$6.7K ﹤0.01% 1188
2023
Q2 		$12.2K Buy
112
+62
+124% +$6.51K ﹤0.01% 958
2023
Q1 		$5.23K Hold
50
– – ﹤0.01% 1105
2022
Q4 		$5.39K Hold
50
– – ﹤0.01% 1025
2022
Q3 		$5K Hold
50
– – ﹤0.01% 1036
2022
Q2 		$5K Hold
50
– – ﹤0.01% 1000
2022
Q1 		$6K Sell
50
-3,896
-99% -$500K ﹤0.01% 1004
2021
Q4 		$551K Buy
3,946
+28
+0.7% +$4.06K 0.08% 178
2021
Q3 		$565K Buy
3,918
+107
+3% +$15.5K 0.09% 165
2021
Q2 		$582K Buy
3,811
+129
+4% +$19.1K 0.1% 161
2021
Q1 		$541K Sell
3,682
-351
-9% -$50.1K 0.11% 156
2020
Q4 		$479K Buy
4,033
+3,673
+1,020% +$388K 0.1% 151
2020
Q3 		$33K Sell
360
-385
-52% -$35.1K 0.01% 549
2020
Q2 		$65K Buy
745
+70
+10% +$5.47K 0.02% 378
2020
Q1 		$45K Sell
675
-1,004
-60% -$88.7K 0.02% 233
2019
Q4 		$166K Buy
1,679
+50
+3% +$4.63K 0.07% 162
2019
Q3 		$140K Buy
1,629
+20
+1% +$1.8K 0.08% 159
2019
Q2 		$149K Sell
1,609
-125
-7% -$11.6K 0.08% 153
2019
Q1 		$161K Hold
1,734
– – 0.1% 138
2018
Q4 		$143K Sell
1,734
-100
-5% -$9.29K 0.1% 127
2018
Q3 		$195K Buy
1,834
+35
+2% +$3.75K 0.11% 124
2018
Q2 		$190K Hold
1,799
– – 0.11% 127
2018
Q1 		$173K Sell
1,799
-100
-5% -$9.74K 0.11% 123
2017
Q4 		$182K Hold
1,899
– – 0.12% 117
2017
Q3 		$179K Buy
1,899
+120
+7% +$10.6K 0.1% 142
2017
Q2 		$158K Sell
1,779
-250
-12% -$21.5K 0.1% 152
2017
Q1 		$174K Buy
2,029
+700
+53% +$59.5K 0.13% 140
2016
Q4 		$114K Buy
+1,329
New +$107K 0.09% 167

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return

Creative Financial Designs's IWC Position: Q4 2024 in Review

Creative Financial Designs sold out of iShares Micro-Cap ETF (IWC) in Q4 2024, closing a stake of 50 shares — an estimated $6.22K sold.

Creative Financial Designs first reported a position in IWC in Q4 2016 and held it in 32 quarters. The position peaked at $582K in Q2 2021. 237 funds tracked by Wall St. Rank hold IWC as of Q4 2024.

  • Creative Financial Designs reported no remaining iShares Micro-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Creative Financial Designs sold 50 iShares Micro-Cap ETF shares in Q4 2024, an estimated $6.22K.
  • Creative Financial Designs first reported a position in iShares Micro-Cap ETF in Q4 2016 and held it in 32 quarters.
  • Creative Financial Designs's iShares Micro-Cap ETF position peaked at $582K in Q2 2021.
  • 237 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2024.

Based on Creative Financial Designs's 13F filing for Q4 2024, filed 10 Feb 2025.