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HM Payson & Co’s iShares Micro-Cap ETF IWC Stock Holding History

HM Payson & Co’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
Q2 		– Sell
-100
Closed -$13K – 1088
2022
Q1 		$13K Buy
+100
New +$12.8K ﹤0.01% 812
2021
Q4 		– Sell
-50
Closed -$7K – 1124
2021
Q3 		$7K Hold
50
– – ﹤0.01% 866
2021
Q2 		$8K Hold
50
– – ﹤0.01% 844
2021
Q1 		$7K Buy
+50
New +$7.14K ﹤0.01% 907

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
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 $2.07B AUM 19% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

HM Payson & Co's IWC Position: Q2 2022 in Review

HM Payson & Co sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 100 shares — an estimated $13K sold.

HM Payson & Co first reported a position in IWC in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 203 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • HM Payson & Co reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • HM Payson & Co sold 100 iShares Micro-Cap ETF shares in Q2 2022, an estimated $13K.
  • HM Payson & Co first reported a position in iShares Micro-Cap ETF in Q1 2021 and held it in 4 quarters.
  • HM Payson & Co's iShares Micro-Cap ETF position peaked at $13K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on HM Payson & Co's 13F filing for Q2 2022, filed 15 Aug 2022.