Heritage Wealth Management (Arizona)’s iShares Micro-Cap ETF IWC Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$33K	Buy	306 +153	+100%	+$16.7K	﹤0.01%	566
2022 Q3	$16K	Sell	153 -4	-3%	-$454	0.01%	578
2022 Q2	$16.3K	Sell	157 -140	-47%	-$16.1K	0.01%	575
2022 Q1	$38K	Buy	+297	New	+$38.2K	0.01%	508
2021 Q3	$44K	Sell	304 -15	-5%	-$2.18K	0.02%	462
2021 Q2	$49K	Sell	319 -8	-2%	-$1.19K	0.02%	452
2021 Q1	$48K	Buy	+327	New	+$46.7K	0.03%	383

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

OCM

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s IWC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Micro-Cap ETF (IWC) stake by 100% in Q4 2022, buying an estimated $16.7K and bringing the position to 306 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Heritage Wealth Management (Arizona) first reported a position in IWC in Q1 2021 and has held it in 7 quarters since. The position peaked at $49K in Q2 2021. 197 funds tracked by Wall St. Rank hold IWC as of Q4 2022.

Heritage Wealth Management (Arizona) held 306 shares of iShares Micro-Cap ETF worth $33K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 153 iShares Micro-Cap ETF shares in Q4 2022, an estimated $16.7K.
iShares Micro-Cap ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #566 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Micro-Cap ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s iShares Micro-Cap ETF position peaked at $49K in Q2 2021.
197 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.