First Manhattan
IWC icon

First Manhattan’s iShares Micro-Cap ETF IWC Stock Holding History

First Manhattan’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
2024
Q2 		– Sell
-3
Closed -$363 – 996
2024
Q1 		$363 Hold
3
– – ﹤0.01% 1362
2023
Q4 		$348 Hold
3
– – ﹤0.01% 1376
2023
Q3 		$300 Hold
3
– – ﹤0.01% 1398
2023
Q2 		$327 Hold
3
– – ﹤0.01% 1377
2023
Q1 		$313 Buy
+3
New +$337 ﹤0.01% 1472
2020
Q2 		– Sell
-90
Closed -$6K – 1423
2020
Q1 		$6K Buy
+90
New +$7.95K ﹤0.01% 1212

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan's IWC Position: Q2 2024 in Review

First Manhattan sold out of iShares Micro-Cap ETF (IWC) in Q2 2024, closing a stake of 3 shares — an estimated $363 sold.

First Manhattan first reported a position in IWC in Q1 2020 and held it in 6 quarters. The position peaked at $6K in Q1 2020. 202 funds tracked by Wall St. Rank hold IWC as of Q2 2024.

  • First Manhattan reported no remaining iShares Micro-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • First Manhattan sold 3 iShares Micro-Cap ETF shares in Q2 2024, an estimated $363.
  • First Manhattan first reported a position in iShares Micro-Cap ETF in Q1 2020 and held it in 6 quarters.
  • First Manhattan's iShares Micro-Cap ETF position peaked at $6K in Q1 2020.
  • 202 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.