Financial Advocates Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

Financial Advocates Investment Management’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
2022 Q1	–	Sell	-2,481	Closed	-$347K	–	770
2021 Q4	$347K	Buy	2,481 +385	+18%	+$55.9K	0.02%	593
2021 Q3	$302K	Sell	2,096 -3,062	-59%	-$445K	0.02%	612
2021 Q2	$787K	Buy	5,158 +935	+22%	+$139K	0.05%	369
2021 Q1	$621K	Sell	4,223 -6,852	-62%	-$979K	0.04%	428
2020 Q4	$1.73M	Buy	+11,075	New	+$1.17M	0.12%	198
2020 Q2	–	Sell	-3,432	Closed	-$230K	–	627
2020 Q1	$230K	Sell	3,432 -3,270	-49%	-$289K	0.03%	409
2019 Q4	$667K	Buy	+6,702	New	+$620K	0.07%	267
2018 Q4	–	Sell	-2,681	Closed	-$285K	–	471
2018 Q3	$285K	Buy	2,681 +708	+36%	+$75.9K	0.03%	405
2018 Q2	$211K	Buy	+1,973	New	+$202K	0.03%	451

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Advocates Investment Management's IWC Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2022, closing a stake of 2,481 shares — an estimated $347K sold.

Financial Advocates Investment Management first reported a position in IWC in Q2 2018 and held it in 9 quarters. The position peaked at $1.73M in Q4 2020. 223 funds tracked by Wall St. Rank hold IWC as of Q1 2022.

Financial Advocates Investment Management reported no remaining iShares Micro-Cap ETF position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 2,481 iShares Micro-Cap ETF shares in Q1 2022, an estimated $347K.
Financial Advocates Investment Management first reported a position in iShares Micro-Cap ETF in Q2 2018 and held it in 9 quarters.
Financial Advocates Investment Management's iShares Micro-Cap ETF position peaked at $1.73M in Q4 2020.
223 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.