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Curtis Advisory Group’s iShares Micro-Cap ETF IWC Stock Holding History

Curtis Advisory Group’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
-2,363
Closed -$291K – 98
2024
Q3 		$291K Buy
+2,363
New +$286K 0.08% 82

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 $2.31B AUM 21.64% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return

Curtis Advisory Group's IWC Position: Q4 2024 in Review

Curtis Advisory Group sold out of iShares Micro-Cap ETF (IWC) in Q4 2024, closing a stake of 2,363 shares — an estimated $291K sold.

Curtis Advisory Group first reported a position in IWC in Q3 2024 and held it in 1 quarter. The position peaked at $291K in Q3 2024. 237 funds tracked by Wall St. Rank hold IWC as of Q4 2024.

  • Curtis Advisory Group reported no remaining iShares Micro-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Curtis Advisory Group sold 2,363 iShares Micro-Cap ETF shares in Q4 2024, an estimated $291K.
  • Curtis Advisory Group first reported a position in iShares Micro-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Curtis Advisory Group's iShares Micro-Cap ETF position peaked at $291K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2024.

Based on Curtis Advisory Group's 13F filing for Q4 2024, filed 4 Feb 2025.