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D'Orazio & Associates’s iShares Micro-Cap ETF IWC Stock Holding History

D'Orazio & Associates’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
2020
Q2 		– Sell
-5
Closed – – 350
2020
Q1 		$0 Hold
5
– – ﹤0.01% 347
2019
Q4 		$0 Hold
5
– – ﹤0.01% 354
2019
Q3 		$0 Buy
+5
New +$449 ﹤0.01% 365
2017
Q3 		– Sell
-11
Closed -$1K – 300
2017
Q2 		$1K Buy
+11
New +$948 ﹤0.01% 316

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

D'Orazio & Associates's IWC Position: Q2 2020 in Review

D'Orazio & Associates sold out of iShares Micro-Cap ETF (IWC) in Q2 2020, closing a stake of 5 shares.

D'Orazio & Associates first reported a position in IWC in Q2 2017 and held it in 4 quarters. The position peaked at $1K in Q2 2017. 162 funds tracked by Wall St. Rank hold IWC as of Q2 2020.

  • D'Orazio & Associates reported no remaining iShares Micro-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • D'Orazio & Associates sold 5 iShares Micro-Cap ETF shares in Q2 2020.
  • D'Orazio & Associates first reported a position in iShares Micro-Cap ETF in Q2 2017 and held it in 4 quarters.
  • D'Orazio & Associates's iShares Micro-Cap ETF position peaked at $1K in Q2 2017.
  • 162 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2020.

Based on D'Orazio & Associates's 13F filing for Q2 2020, filed 22 Jul 2020.