FIMS
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FBL Investment Management Services’s iShares Micro-Cap ETF IWC Stock Holding History

FBL Investment Management 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
2013
Q3 		– Sell
-19,355
Closed -$1.2M – 62
2013
Q2 		$1.2M Buy
+19,355
New +$1.16M 0.42% 52

Other funds holding IWC

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

FBL Investment Management Services's IWC Position: Q3 2013 in Review

FBL Investment Management Services sold out of iShares Micro-Cap ETF (IWC) in Q3 2013, closing a stake of 19,355 shares — an estimated $1.2M sold.

FBL Investment Management Services first reported a position in IWC in Q2 2013 and held it in 1 quarter. The position peaked at $1.2M in Q2 2013. 116 funds tracked by Wall St. Rank hold IWC as of Q3 2013.

  • FBL Investment Management Services reported no remaining iShares Micro-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • FBL Investment Management Services sold 19,355 iShares Micro-Cap ETF shares in Q3 2013, an estimated $1.2M.
  • FBL Investment Management Services first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 1 quarter.
  • FBL Investment Management Services's iShares Micro-Cap ETF position peaked at $1.2M in Q2 2013.
  • 116 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2013.

Based on FBL Investment Management Services's 13F filing for Q3 2013, filed 15 Nov 2013.