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Gupta Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$5K Hold
75
– – ﹤0.01% 973
2015
Q4 		$5K Hold
75
– – ﹤0.01% 1014
2015
Q3 		$5K Hold
75
– – ﹤0.01% 1043
2015
Q2 		$6K Hold
75
– – ﹤0.01% 1000
2015
Q1 		$6K Buy
+75
New +$5.77K ﹤0.01% 859

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Gupta Wealth Management's IWC Position: Q1 2016 in Review

Gupta Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q1 2016 at 75 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Gupta Wealth Management first reported a position in IWC in Q1 2015 and has held it in 5 quarters since. The position peaked at $6K in Q2 2015. 126 funds tracked by Wall St. Rank hold IWC as of Q1 2016.

  • Gupta Wealth Management held 75 shares of iShares Micro-Cap ETF worth $5K as of Q1 2016.
  • Gupta Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q1 2016.
  • iShares Micro-Cap ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #973 holding.
  • Gupta Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's iShares Micro-Cap ETF position peaked at $6K in Q2 2015.
  • 126 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.