FIG
IWC icon

FundX Investment Group’s iShares Micro-Cap ETF IWC Stock Holding History

FundX Investment Group’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
2014
Q2 		– Sell
-43,500
Closed -$3.36M – 21
2014
Q1 		$3.36M Buy
43,500
+31,950
+277% +$2.45M 1.41% 12
2013
Q4 		$868K Buy
11,550
+3,700
+47% +$263K 0.39% 16
2013
Q3 		$538K Buy
+7,850
New +$518K 0.21% 19

Other funds holding IWC

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FundX Investment Group's IWC Position: Q2 2014 in Review

FundX Investment Group sold out of iShares Micro-Cap ETF (IWC) in Q2 2014, closing a stake of 43,500 shares — an estimated $3.36M sold.

FundX Investment Group first reported a position in IWC in Q3 2013 and held it in 3 quarters. The position peaked at $3.36M in Q1 2014. 135 funds tracked by Wall St. Rank hold IWC as of Q2 2014.

  • FundX Investment Group reported no remaining iShares Micro-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • FundX Investment Group sold 43,500 iShares Micro-Cap ETF shares in Q2 2014, an estimated $3.36M.
  • FundX Investment Group first reported a position in iShares Micro-Cap ETF in Q3 2013 and held it in 3 quarters.
  • FundX Investment Group's iShares Micro-Cap ETF position peaked at $3.36M in Q1 2014.
  • 135 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2014.

Based on FundX Investment Group's 13F filing for Q2 2014, filed 1 Aug 2014.