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Lloyd Advisory Services’s iShares Micro-Cap ETF IWC Stock Holding History

Lloyd Advisory Services’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
-22
Closed -$3K – 309
2022
Q1 		$3K Buy
+22
New +$2.83K ﹤0.01% 481

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 $2.07B AUM 19% 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

Lloyd Advisory Services's IWC Position: Q2 2022 in Review

Lloyd Advisory Services sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 22 shares — an estimated $3K sold.

Lloyd Advisory Services first reported a position in IWC in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 203 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • Lloyd Advisory Services reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 22 iShares Micro-Cap ETF shares in Q2 2022, an estimated $3K.
  • Lloyd Advisory Services first reported a position in iShares Micro-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Lloyd Advisory Services's iShares Micro-Cap ETF position peaked at $3K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.