Hefty Wealth Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$39K	Sell	405 -119	-23%	-$11.6K	0.03%	154
2017 Q4	$50K	Buy	+524	New	+$49.7K	0.03%	144
2017 Q3	–	Sell	-393	Closed	-$34K	–	259
2017 Q2	$34K	Sell	393 -408	-51%	-$35.2K	0.02%	136
2017 Q1	$68K	Buy	801 +16	+2%	+$1.36K	0.05%	109
2016 Q4	$67K	Buy	+785	New	+$63K	0.06%	102

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Hefty Wealth Partners's IWC Position: Q1 2018 in Review

Hefty Wealth Partners reduced its iShares Micro-Cap ETF (IWC) stake by 23% in Q1 2018, selling an estimated $11.6K and leaving 405 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #154.

Hefty Wealth Partners first reported a position in IWC in Q4 2016 and has held it in 5 quarters since. The position peaked at $68K in Q1 2017. 169 funds tracked by Wall St. Rank hold IWC as of Q1 2018.

Hefty Wealth Partners held 405 shares of iShares Micro-Cap ETF worth $39K as of Q1 2018.
Hefty Wealth Partners sold 119 iShares Micro-Cap ETF shares in Q1 2018, an estimated $11.6K.
iShares Micro-Cap ETF made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #154 holding.
Hefty Wealth Partners first reported a position in iShares Micro-Cap ETF in Q4 2016 and has held it in 5 quarters since.
Hefty Wealth Partners's iShares Micro-Cap ETF position peaked at $68K in Q1 2017.
169 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.