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Hancock Whitney’s iShares Micro-Cap ETF IWC Stock Holding History

Hancock Whitney’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
2023
Q2 		– Sell
-19,704
Closed -$2.06M – 637
2023
Q1 		$2.06M Sell
19,704
-10,699
-35% -$1.2M 0.08% 194
2022
Q4 		$3.28M Sell
30,403
-2,818
-8% -$307K 0.13% 142
2022
Q3 		$3.44M Sell
33,221
-1,825
-5% -$207K 0.15% 127
2022
Q2 		$3.64M Sell
35,046
-404
-1% -$46.5K 0.15% 125
2022
Q1 		$4.57M Buy
35,450
+3,212
+10% +$413K 0.16% 115
2021
Q4 		$4.5M Sell
32,238
-1,765
-5% -$256K 0.14% 125
2021
Q3 		$4.91M Buy
34,003
+2,188
+7% +$318K 0.17% 106
2021
Q2 		$4.86M Sell
31,815
-1,921
-6% -$285K 0.15% 118
2021
Q1 		$4.96M Sell
33,736
-17
-0.1% -$2.43K 0.17% 113
2020
Q4 		$4M Buy
33,753
+2,828
+9% +$299K 0.13% 135
2020
Q3 		$2.8M Buy
30,925
+12,389
+67% +$1.13M 0.1% 162
2020
Q2 		$1.62M Buy
18,536
+13,685
+282% +$1.07M 0.06% 270
2020
Q1 		$325K Buy
4,851
+782
+19% +$69.1K 0.01% 614
2019
Q4 		$405K Buy
4,069
+986
+32% +$91.2K 0.01% 608
2019
Q3 		$272K Buy
+3,083
New +$277K 0.01% 714
2018
Q4 		– Sell
-2,337
Closed -$248K – 830
2018
Q3 		$248K Sell
2,337
-1
-0% -$107 0.01% 806
2018
Q2 		$247K Sell
2,338
-2
-0.1% -$204 0.01% 529
2018
Q1 		$225K Hold
2,340
– – 0.01% 540
2017
Q4 		$224K Hold
2,340
– – 0.01% 547
2017
Q3 		$221K Hold
2,340
– – 0.01% 518
2017
Q2 		$208K Hold
2,340
– – 0.01% 503
2017
Q1 		$200K Hold
2,340
– – 0.01% 505
2016
Q4 		$201K Buy
+2,340
New +$188K 0.01% 508

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Hancock Whitney's IWC Position: Q2 2023 in Review

Hancock Whitney sold out of iShares Micro-Cap ETF (IWC) in Q2 2023, closing a stake of 19,704 shares — an estimated $2.06M sold.

Hancock Whitney first reported a position in IWC in Q4 2016 and held it in 23 quarters. The position peaked at $4.96M in Q1 2021. 193 funds tracked by Wall St. Rank hold IWC as of Q2 2023.

  • Hancock Whitney reported no remaining iShares Micro-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Hancock Whitney sold 19,704 iShares Micro-Cap ETF shares in Q2 2023, an estimated $2.06M.
  • Hancock Whitney first reported a position in iShares Micro-Cap ETF in Q4 2016 and held it in 23 quarters.
  • Hancock Whitney's iShares Micro-Cap ETF position peaked at $4.96M in Q1 2021.
  • 193 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2023.

Based on Hancock Whitney's 13F filing for Q2 2023, filed 10 Aug 2023.