MWC
IWC icon

MBM Wealth Consultants’s iShares Micro-Cap ETF IWC Stock Holding History

MBM Wealth Consultants’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
2019
Q4 		– Sell
-7,130
Closed -$629K – 214
2019
Q3 		$629K Buy
7,130
+465
+7% +$41.8K 0.49% 43
2019
Q2 		$621K Buy
6,665
+212
+3% +$19.7K 0.52% 42
2019
Q1 		$599K Buy
6,453
+253
+4% +$23.3K 0.53% 43
2018
Q4 		$511K Buy
+6,200
New +$576K 0.5% 52

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
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

MBM Wealth Consultants's IWC Position: Q4 2019 in Review

MBM Wealth Consultants sold out of iShares Micro-Cap ETF (IWC) in Q4 2019, closing a stake of 7,130 shares — an estimated $629K sold.

MBM Wealth Consultants first reported a position in IWC in Q4 2018 and held it in 4 quarters. The position peaked at $629K in Q3 2019. 187 funds tracked by Wall St. Rank hold IWC as of Q4 2019.

  • MBM Wealth Consultants reported no remaining iShares Micro-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • MBM Wealth Consultants sold 7,130 iShares Micro-Cap ETF shares in Q4 2019, an estimated $629K.
  • MBM Wealth Consultants first reported a position in iShares Micro-Cap ETF in Q4 2018 and held it in 4 quarters.
  • MBM Wealth Consultants's iShares Micro-Cap ETF position peaked at $629K in Q3 2019.
  • 187 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2019.

Based on MBM Wealth Consultants's 13F filing for Q4 2019, filed 11 Feb 2020.