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IberiaBank’s iShares Micro-Cap ETF IWC Stock Holding History

IberiaBank’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
2019
Q2 		– Sell
-2,189
Closed -$203K – 261
2019
Q1 		$203K Buy
+2,189
New +$202K 0.02% 237
2018
Q4 		– Sell
-2,189
Closed -$233K – 276
2018
Q3 		$233K Buy
2,189
+228
+12% +$24.4K 0.03% 258
2018
Q2 		$207K Buy
+1,961
New +$200K 0.04% 207
2018
Q1 		– Sell
-2,191
Closed -$213K – 227
2017
Q4 		$213K Buy
2,191
+8
+0.4% +$758 0.03% 229
2017
Q3 		$209K Buy
+2,183
New +$193K 0.03% 213

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
EA
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

IberiaBank's IWC Position: Q2 2019 in Review

IberiaBank sold out of iShares Micro-Cap ETF (IWC) in Q2 2019, closing a stake of 2,189 shares — an estimated $203K sold.

IberiaBank first reported a position in IWC in Q3 2017 and held it in 5 quarters. The position peaked at $233K in Q3 2018. 175 funds tracked by Wall St. Rank hold IWC as of Q2 2019.

  • IberiaBank reported no remaining iShares Micro-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • IberiaBank sold 2,189 iShares Micro-Cap ETF shares in Q2 2019, an estimated $203K.
  • IberiaBank first reported a position in iShares Micro-Cap ETF in Q3 2017 and held it in 5 quarters.
  • IberiaBank's iShares Micro-Cap ETF position peaked at $233K in Q3 2018.
  • 175 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2019.

Based on IberiaBank's 13F filing for Q2 2019, filed 29 Jul 2019.