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L & S Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

L & S 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
2022
Q2 		– Sell
-1,703
Closed -$219K – 269
2022
Q1 		$219K Sell
1,703
-15
-0.9% -$1.93K 0.03% 267
2021
Q4 		$240K Buy
+1,718
New +$249K 0.03% 267

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

L & S Advisors's IWC Position: Q2 2022 in Review

L & S Advisors sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 1,703 shares — an estimated $219K sold.

L & S Advisors first reported a position in IWC in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q4 2021. 203 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • L & S Advisors reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • L & S Advisors sold 1,703 iShares Micro-Cap ETF shares in Q2 2022, an estimated $219K.
  • L & S Advisors first reported a position in iShares Micro-Cap ETF in Q4 2021 and held it in 2 quarters.
  • L & S Advisors's iShares Micro-Cap ETF position peaked at $240K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on L & S Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.