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FCG Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

FCG Advisors’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
Q3 		$407K Buy
+4,504
New +$411K 0.1% 113

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 $2.07B AUM 19% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 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
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCG Advisors's IWC Position: Q3 2020 in Review

FCG Advisors opened a new position in iShares Micro-Cap ETF (IWC) in Q3 2020: 4,504 shares worth $407K. The stake represents 0.1% of the portfolio and ranks #113 among its holdings.

157 funds tracked by Wall St. Rank hold IWC as of Q3 2020.

  • FCG Advisors held 4,504 shares of iShares Micro-Cap ETF worth $407K as of Q3 2020.
  • iShares Micro-Cap ETF was a new FCG Advisors position in Q3 2020.
  • iShares Micro-Cap ETF made up 0.1% of FCG Advisors's portfolio in Q3 2020, its #113 holding.
  • 157 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.