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Kovack Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Kovack Advisors’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
2014
Q2 		– Sell
-4,372
Closed -$327K – 127
2014
Q1 		$327K Buy
4,372
+157
+4% +$12.1K 1.12% 28
2013
Q4 		$317K Sell
4,215
-7,708
-65% -$548K 1.72% 16
2013
Q3 		$817K Buy
+11,923
New +$787K 4.2% 4

Other funds holding IWC

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovack Advisors's IWC Position: Q2 2014 in Review

Kovack Advisors sold out of iShares Micro-Cap ETF (IWC) in Q2 2014, closing a stake of 4,372 shares — an estimated $327K sold.

Kovack Advisors first reported a position in IWC in Q3 2013 and held it in 3 quarters. The position peaked at $817K in Q3 2013. 136 funds tracked by Wall St. Rank hold IWC as of Q2 2014.

  • Kovack Advisors reported no remaining iShares Micro-Cap ETF position as of Q2 2014 after selling out during the quarter.
  • Kovack Advisors sold 4,372 iShares Micro-Cap ETF shares in Q2 2014, an estimated $327K.
  • Kovack Advisors first reported a position in iShares Micro-Cap ETF in Q3 2013 and held it in 3 quarters.
  • Kovack Advisors's iShares Micro-Cap ETF position peaked at $817K in Q3 2013.
  • 136 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2014.

Based on Kovack Advisors's 13F filing for Q2 2014, filed 18 Dec 2018.