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

Flagstar 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
2022
Q4 		– Sell
-209
Closed -$21.7K – 220
2022
Q3 		$21.7K Buy
+209
New +$23.7K 0.01% 231
2021
Q4 		– Sell
-207
Closed -$30K – 188
2021
Q3 		$30K Buy
+207
New +$30.1K 0.01% 186

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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Flagstar Advisors's IWC Position: Q4 2022 in Review

Flagstar Advisors sold out of iShares Micro-Cap ETF (IWC) in Q4 2022, closing a stake of 209 shares — an estimated $21.7K sold.

Flagstar Advisors first reported a position in IWC in Q3 2021 and held it in 2 quarters. The position peaked at $30K in Q3 2021. 197 funds tracked by Wall St. Rank hold IWC as of Q4 2022.

  • Flagstar Advisors reported no remaining iShares Micro-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Flagstar Advisors sold 209 iShares Micro-Cap ETF shares in Q4 2022, an estimated $21.7K.
  • Flagstar Advisors first reported a position in iShares Micro-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Flagstar Advisors's iShares Micro-Cap ETF position peaked at $30K in Q3 2021.
  • 197 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2022.

Based on Flagstar Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.