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

Glen Eagle 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
2020
Q1 		– Sell
-895
Closed -$89K – 898
2019
Q4 		$89K Buy
895
+20
+2% +$1.85K 0.05% 241
2019
Q3 		$77.1K Sell
875
-35
-4% -$3.14K 0.05% 233
2019
Q2 		$84.8K Sell
910
-110
-11% -$10.2K 0.06% 214
2019
Q1 		$94.6K Hold
1,020
– – 0.07% 201
2018
Q4 		$84.1K Buy
1,020
+85
+9% +$7.9K 0.07% 197
2018
Q3 		$99.4K Hold
935
– – 0.07% 201
2018
Q2 		$98.8K Sell
935
-100
-10% -$10.2K 0.08% 195
2018
Q1 		$99.4K Sell
1,035
-50
-5% -$4.87K 0.08% 193
2017
Q4 		$104K Sell
1,085
-30
-3% -$2.84K 0.09% 193
2017
Q3 		$105K Sell
1,115
-1,255
-53% -$111K 0.1% 184
2017
Q2 		$211K Sell
2,370
-910
-28% -$78.4K 0.17% 120
2017
Q1 		$280K Sell
3,280
-200
-6% -$17K 0.24% 105
2016
Q4 		$299K Buy
+3,480
New +$279K 0.27% 98

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
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
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Glen Eagle Advisors's IWC Position: Q1 2020 in Review

Glen Eagle Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2020, closing a stake of 895 shares — an estimated $89K sold.

Glen Eagle Advisors first reported a position in IWC in Q4 2016 and held it in 13 quarters. The position peaked at $299K in Q4 2016. 163 funds tracked by Wall St. Rank hold IWC as of Q1 2020.

  • Glen Eagle Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Glen Eagle Advisors sold 895 iShares Micro-Cap ETF shares in Q1 2020, an estimated $89K.
  • Glen Eagle Advisors first reported a position in iShares Micro-Cap ETF in Q4 2016 and held it in 13 quarters.
  • Glen Eagle Advisors's iShares Micro-Cap ETF position peaked at $299K in Q4 2016.
  • 163 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2020.

Based on Glen Eagle Advisors's 13F filing for Q1 2020, filed 13 Aug 2024.