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GFG Capital’s iShares Micro-Cap ETF IWC Stock Holding History

GFG Capital’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
Q2 		– Sell
-5,145
Closed -$663K – 148
2022
Q1 		$663K Sell
5,145
-570
-10% -$73.2K 0.2% 63
2021
Q4 		$799K Buy
+5,715
New +$829K 0.24% 64

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

GFG Capital's IWC Position: Q2 2022 in Review

GFG Capital sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 5,145 shares — an estimated $663K sold.

GFG Capital first reported a position in IWC in Q4 2021 and held it in 2 quarters. The position peaked at $799K in Q4 2021. 203 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • GFG Capital reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • GFG Capital sold 5,145 iShares Micro-Cap ETF shares in Q2 2022, an estimated $663K.
  • GFG Capital first reported a position in iShares Micro-Cap ETF in Q4 2021 and held it in 2 quarters.
  • GFG Capital's iShares Micro-Cap ETF position peaked at $799K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on GFG Capital's 13F filing for Q2 2022, filed 25 Jul 2022.