First Allied Advisory Services’s iShares Micro-Cap ETF IWC Stock Holding History

First Allied Advisory 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
2020 Q1	–	Sell	-25,953	Closed	-$2.58M	–	1149
2019 Q4	$2.58M	Buy	25,953 +25,899	+47,961%	+$2.4M	0.09%	258
2019 Q3	$5K	Buy	+54	New	+$4.85K	﹤0.01%	1571
2018 Q1	–	Sell	-937	Closed	-$89K	–	1318
2017 Q4	$89K	Buy	+937	New	+$88.8K	﹤0.01%	1221
2015 Q3	–	Sell	-4,189	Closed	-$340K	–	1095
2015 Q2	$340K	Buy	4,189 +1,317	+46%	+$106K	0.02%	774
2015 Q1	$227K	Sell	2,872 -711	-20%	-$54.7K	0.02%	901
2014 Q4	$275K	Buy	3,583 +28	+0.8%	+$2.03K	0.02%	796
2014 Q3	$246K	Sell	3,555 -9,080	-72%	-$660K	0.02%	820
2014 Q2	$966K	Buy	12,635 +5,782	+84%	+$424K	0.07%	324
2014 Q1	$528K	Buy	6,853 +318	+5%	+$24.4K	0.04%	506
2013 Q4	$496K	Buy	6,535 +336	+5%	+$23.9K	0.04%	495
2013 Q3	$428K	Buy	6,199 +2,590	+72%	+$171K	0.02%	598
2013 Q2	$220K	Buy	+3,609	New	+$216K	0.02%	802

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

First Allied Advisory Services's IWC Position: Q1 2020 in Review

First Allied Advisory Services sold out of iShares Micro-Cap ETF (IWC) in Q1 2020, closing a stake of 25,953 shares — an estimated $2.58M sold.

First Allied Advisory Services first reported a position in IWC in Q2 2013 and held it in 12 quarters. The position peaked at $2.58M in Q4 2019. 163 funds tracked by Wall St. Rank hold IWC as of Q1 2020.

First Allied Advisory Services reported no remaining iShares Micro-Cap ETF position as of Q1 2020 after selling out during the quarter.
First Allied Advisory Services sold 25,953 iShares Micro-Cap ETF shares in Q1 2020, an estimated $2.58M.
First Allied Advisory Services first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 12 quarters.
First Allied Advisory Services's iShares Micro-Cap ETF position peaked at $2.58M in Q4 2019.
163 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2020.

Based on First Allied Advisory Services's 13F filing for Q1 2020, filed 8 May 2020.