KWM
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Koa Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Koa Wealth 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 		– Sell
-9,652
Closed -$1.17M – 50
2024
Q1 		$1.17M Sell
9,652
-17
-0.2% -$1.96K 1.05% 29
2023
Q4 		$1.12M Buy
+9,669
New +$980K 1.11% 27

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koa Wealth Management's IWC Position: Q2 2024 in Review

Koa Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2024, closing a stake of 9,652 shares — an estimated $1.17M sold.

Koa Wealth Management first reported a position in IWC in Q4 2023 and held it in 2 quarters. The position peaked at $1.17M in Q1 2024. 202 funds tracked by Wall St. Rank hold IWC as of Q2 2024.

  • Koa Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Koa Wealth Management sold 9,652 iShares Micro-Cap ETF shares in Q2 2024, an estimated $1.17M.
  • Koa Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Koa Wealth Management's iShares Micro-Cap ETF position peaked at $1.17M in Q1 2024.
  • 202 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2024.

Based on Koa Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.