Institutional & Family Asset Management’s iShares Micro-Cap ETF IWC Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	$11.3K	Hold	99	–	–	﹤0.01%	402
2024 Q1	$12K	Hold	99	–	–	﹤0.01%	388
2023 Q4	$11.5K	Hold	99	–	–	﹤0.01%	375
2023 Q3	$9.91K	Hold	99	–	–	﹤0.01%	379
2023 Q2	$10.8K	Hold	99	–	–	﹤0.01%	376
2023 Q1	$10.3K	Hold	99	–	–	﹤0.01%	375
2022 Q4	$10.7K	Hold	99	–	–	﹤0.01%	367
2022 Q3	$10K	Hold	99	–	–	﹤0.01%	385
2022 Q2	$10K	Hold	99	–	–	﹤0.01%	390
2022 Q1	$13K	Hold	99	–	–	﹤0.01%	410
2021 Q4	$14K	Sell	99 -56	-36%	-$8.13K	﹤0.01%	407
2021 Q3	$22K	Buy	155 +56	+57%	+$8.13K	﹤0.01%	444
2021 Q2	$15K	Hold	99	–	–	﹤0.01%	523
2021 Q1	$15K	Sell	99 -151	-60%	-$21.6K	﹤0.01%	516
2020 Q4	$30K	Hold	250	–	–	0.01%	389
2020 Q3	$23K	Hold	250	–	–	0.01%	388
2020 Q2	$22K	Hold	250	–	–	﹤0.01%	390
2020 Q1	$17K	Sell	250 -132	-35%	-$11.7K	﹤0.01%	388
2019 Q4	$38K	Buy	382 +132	+53%	+$12.2K	0.01%	345
2019 Q3	$22K	Hold	250	–	–	﹤0.01%	391
2019 Q2	$23K	Hold	250	–	–	0.01%	406
2019 Q1	$23K	Hold	250	–	–	﹤0.01%	410
2018 Q4	$21K	Hold	250	–	–	﹤0.01%	400
2018 Q3	$27K	Hold	250	–	–	0.01%	404
2018 Q2	$26K	Hold	250	–	–	0.01%	405
2018 Q1	$24K	Buy	+250	New	+$24.3K	0.01%	394

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Institutional & Family Asset Management's IWC Position: Q2 2024 in Review

Institutional & Family Asset Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2024 at 99 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Institutional & Family Asset Management first reported a position in IWC in Q1 2018 and has held it in 26 quarters since. The position peaked at $38K in Q4 2019. 202 funds tracked by Wall St. Rank hold IWC as of Q2 2024.

Institutional & Family Asset Management held 99 shares of iShares Micro-Cap ETF worth $11.3K as of Q2 2024.
Institutional & Family Asset Management left its iShares Micro-Cap ETF share count unchanged in Q2 2024.
iShares Micro-Cap ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #402 holding.
Institutional & Family Asset Management first reported a position in iShares Micro-Cap ETF in Q1 2018 and has held it in 26 quarters since.
Institutional & Family Asset Management's iShares Micro-Cap ETF position peaked at $38K in Q4 2019.
202 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.