McIlrath & Eck’s iShares Micro-Cap ETF IWC Stock Holding History

McIlrath & Eck’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 Q3	–	Sell	-49	Closed	-$5K	–	639
2019 Q2	$5K	Hold	49	–	–	﹤0.01%	453
2019 Q1	$5K	Hold	49	–	–	﹤0.01%	453
2018 Q4	$4K	Hold	49	–	–	﹤0.01%	406
2018 Q3	$5K	Hold	49	–	–	﹤0.01%	388
2018 Q2	$5K	Hold	49	–	–	﹤0.01%	365
2018 Q1	$5K	Hold	49	–	–	﹤0.01%	348
2017 Q4	$5K	Buy	+49	New	+$4.64K	﹤0.01%	371

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McIlrath & Eck's IWC Position: Q3 2019 in Review

McIlrath & Eck sold out of iShares Micro-Cap ETF (IWC) in Q3 2019, closing a stake of 49 shares — an estimated $5K sold.

McIlrath & Eck first reported a position in IWC in Q4 2017 and held it in 7 quarters. The position peaked at $5K in Q2 2019. 170 funds tracked by Wall St. Rank hold IWC as of Q3 2019.

McIlrath & Eck reported no remaining iShares Micro-Cap ETF position as of Q3 2019 after selling out during the quarter.
McIlrath & Eck sold 49 iShares Micro-Cap ETF shares in Q3 2019, an estimated $5K.
McIlrath & Eck first reported a position in iShares Micro-Cap ETF in Q4 2017 and held it in 7 quarters.
McIlrath & Eck's iShares Micro-Cap ETF position peaked at $5K in Q2 2019.
170 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2019.

Based on McIlrath & Eck's 13F filing for Q3 2019, filed 5 Nov 2019.