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

Greenwood Capital Associates’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
-3,500
Closed -$348K – 179
2019
Q4 		$348K Buy
+3,500
New +$324K 0.07% 136

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 $2.31B AUM 21.64% 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

Greenwood Capital Associates's IWC Position: Q1 2020 in Review

Greenwood Capital Associates sold out of iShares Micro-Cap ETF (IWC) in Q1 2020, closing a stake of 3,500 shares — an estimated $348K sold.

Greenwood Capital Associates first reported a position in IWC in Q4 2019 and held it in 1 quarter. The position peaked at $348K in Q4 2019. 163 funds tracked by Wall St. Rank hold IWC as of Q1 2020.

  • Greenwood Capital Associates reported no remaining iShares Micro-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Greenwood Capital Associates sold 3,500 iShares Micro-Cap ETF shares in Q1 2020, an estimated $348K.
  • Greenwood Capital Associates first reported a position in iShares Micro-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Greenwood Capital Associates's iShares Micro-Cap ETF position peaked at $348K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2020.

Based on Greenwood Capital Associates's 13F filing for Q1 2020, filed 12 May 2020.