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Fiduciary Alliance’s iShares Micro-Cap ETF IWC Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-14
Closed -$1.57K – 551
2023
Q2 		$1.57K Buy
+14
New +$1.47K ﹤0.01% 823
2023
Q1 		– Sell
-14
Closed -$1.54K – 492
2022
Q4 		$1.54K Buy
+14
New +$1.52K ﹤0.01% 729

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Fiduciary Alliance's IWC Position: Q3 2023 in Review

Fiduciary Alliance sold out of iShares Micro-Cap ETF (IWC) in Q3 2023, closing a stake of 14 shares — an estimated $1.57K sold.

Fiduciary Alliance first reported a position in IWC in Q4 2022 and held it in 2 quarters. The position peaked at $1.57K in Q2 2023. 190 funds tracked by Wall St. Rank hold IWC as of Q3 2023.

  • Fiduciary Alliance reported no remaining iShares Micro-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 14 iShares Micro-Cap ETF shares in Q3 2023, an estimated $1.57K.
  • Fiduciary Alliance first reported a position in iShares Micro-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's iShares Micro-Cap ETF position peaked at $1.57K in Q2 2023.
  • 190 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.