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Landaas & Company’s iShares Micro-Cap ETF IWC Stock Holding History

Landaas & Company’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
2018
Q3 		– Sell
-700
Closed -$74K – 188
2018
Q2 		$74K Buy
+700
New +$71.5K 0.06% 112
2018
Q1 		– Sell
-700
Closed -$67K – 181
2017
Q4 		$67K Sell
700
-42
-6% -$3.98K 0.06% 119
2017
Q3 		$70K Buy
+742
New +$65.5K 0.06% 118

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Landaas & Company's IWC Position: Q3 2018 in Review

Landaas & Company sold out of iShares Micro-Cap ETF (IWC) in Q3 2018, closing a stake of 700 shares — an estimated $74K sold.

Landaas & Company first reported a position in IWC in Q3 2017 and held it in 3 quarters. The position peaked at $74K in Q2 2018. 186 funds tracked by Wall St. Rank hold IWC as of Q3 2018.

  • Landaas & Company reported no remaining iShares Micro-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 700 iShares Micro-Cap ETF shares in Q3 2018, an estimated $74K.
  • Landaas & Company first reported a position in iShares Micro-Cap ETF in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's iShares Micro-Cap ETF position peaked at $74K in Q2 2018.
  • 186 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.