LWMM
IWC icon

Legacy Wealth Management (Mississippi)’s iShares Micro-Cap ETF IWC Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020
Q1 		– Sell
-11,500
Closed -$1.14M – 110
2019
Q4 		$1.14M Buy
+11,500
New +$1.06M 1% 28

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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s IWC Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of iShares Micro-Cap ETF (IWC) in Q1 2020, closing a stake of 11,500 shares — an estimated $1.14M sold.

Legacy Wealth Management (Mississippi) first reported a position in IWC in Q4 2019 and held it in 1 quarter. The position peaked at $1.14M in Q4 2019. 163 funds tracked by Wall St. Rank hold IWC as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining iShares Micro-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 11,500 iShares Micro-Cap ETF shares in Q1 2020, an estimated $1.14M.
  • Legacy Wealth Management (Mississippi) first reported a position in iShares Micro-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s iShares Micro-Cap ETF position peaked at $1.14M in Q4 2019.
  • 163 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.