Dixon Fnancial Services’s iShares Micro-Cap ETF IWC Stock Holding History

Dixon Fnancial Services’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	-2,000	Closed	-$247K	–	39
2024 Q3	$247K	Hold	2,000	–	–	0.13%	34
2024 Q2	$228K	Hold	2,000	–	–	0.13%	34
2024 Q1	$242K	Sell	2,000 -74	-4%	-$8.51K	0.13%	33
2023 Q4	$241K	Hold	2,074	–	–	0.15%	23
2023 Q3	$208K	Hold	2,074	–	–	0.14%	24
2023 Q2	$227K	Hold	2,074	–	–	0.15%	22
2023 Q1	$217K	Hold	2,074	–	–	0.15%	23
2022 Q4	$224K	Hold	2,074	–	–	0.16%	21
2022 Q3	$214K	Hold	2,074	–	–	0.17%	22
2022 Q2	$216K	Hold	2,074	–	–	0.16%	22
2022 Q1	$267K	Hold	2,074	–	–	0.2%	22
2021 Q4	$290K	Buy	+2,074	New	+$301K	0.21%	21

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 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 $117M AUM 33.23% 1-Year Est. Return

Dixon Fnancial Services's IWC Position: Q4 2024 in Review

Dixon Fnancial Services sold out of iShares Micro-Cap ETF (IWC) in Q4 2024, closing a stake of 2,000 shares — an estimated $247K sold.

Dixon Fnancial Services first reported a position in IWC in Q4 2021 and held it in 12 quarters. The position peaked at $290K in Q4 2021. 238 funds tracked by Wall St. Rank hold IWC as of Q4 2024.

Dixon Fnancial Services reported no remaining iShares Micro-Cap ETF position as of Q4 2024 after selling out during the quarter.
Dixon Fnancial Services sold 2,000 iShares Micro-Cap ETF shares in Q4 2024, an estimated $247K.
Dixon Fnancial Services first reported a position in iShares Micro-Cap ETF in Q4 2021 and held it in 12 quarters.
Dixon Fnancial Services's iShares Micro-Cap ETF position peaked at $290K in Q4 2021.
238 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2024.

Based on Dixon Fnancial Services's 13F filing for Q4 2024, filed 23 Jan 2025.