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

Lion Street 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
2020
Q4 		– Sell
-3,658
Closed -$339K – 49
2020
Q3 		$339K Buy
+3,658
New +$334K 0.69% 34
2020
Q2 		– Sell
-1,011
Closed -$68K – 216
2020
Q1 		$68K Buy
+1,011
New +$89.3K 0.37% 42

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Lion Street Advisors's IWC Position: Q4 2020 in Review

Lion Street Advisors sold out of iShares Micro-Cap ETF (IWC) in Q4 2020, closing a stake of 3,658 shares — an estimated $339K sold.

Lion Street Advisors first reported a position in IWC in Q1 2020 and held it in 2 quarters. The position peaked at $339K in Q3 2020. 179 funds tracked by Wall St. Rank hold IWC as of Q4 2020.

  • Lion Street Advisors reported no remaining iShares Micro-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Lion Street Advisors sold 3,658 iShares Micro-Cap ETF shares in Q4 2020, an estimated $339K.
  • Lion Street Advisors first reported a position in iShares Micro-Cap ETF in Q1 2020 and held it in 2 quarters.
  • Lion Street Advisors's iShares Micro-Cap ETF position peaked at $339K in Q3 2020.
  • 179 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2020.

Based on Lion Street Advisors's 13F filing for Q4 2020, filed 28 Jan 2021.