JF
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JSF Financial’s iShares Micro-Cap ETF IWC Stock Holding History

JSF Financial’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
2023
Q1 		– Sell
-2,403
Closed -$259K – 124
2022
Q4 		$259K Buy
+2,403
New +$262K 0.1% 95

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

JSF Financial's IWC Position: Q1 2023 in Review

JSF Financial sold out of iShares Micro-Cap ETF (IWC) in Q1 2023, closing a stake of 2,403 shares — an estimated $259K sold.

JSF Financial first reported a position in IWC in Q4 2022 and held it in 1 quarter. The position peaked at $259K in Q4 2022. 188 funds tracked by Wall St. Rank hold IWC as of Q1 2023.

  • JSF Financial reported no remaining iShares Micro-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • JSF Financial sold 2,403 iShares Micro-Cap ETF shares in Q1 2023, an estimated $259K.
  • JSF Financial first reported a position in iShares Micro-Cap ETF in Q4 2022 and held it in 1 quarter.
  • JSF Financial's iShares Micro-Cap ETF position peaked at $259K in Q4 2022.
  • 188 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2023.

Based on JSF Financial's 13F filing for Q1 2023, filed 12 May 2023.