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McKinley Carter Wealth Services’s iShares Micro-Cap ETF IWC Stock Holding History

McKinley Carter Wealth 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
2018
Q2 		– Sell
-62
Closed -$6K – 272
2018
Q1 		$6K Buy
+62
New +$6.04K ﹤0.01% 400

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MBT
Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return

McKinley Carter Wealth Services's IWC Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of iShares Micro-Cap ETF (IWC) in Q2 2018, closing a stake of 62 shares — an estimated $6K sold.

McKinley Carter Wealth Services first reported a position in IWC in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 187 funds tracked by Wall St. Rank hold IWC as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining iShares Micro-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 62 iShares Micro-Cap ETF shares in Q2 2018, an estimated $6K.
  • McKinley Carter Wealth Services first reported a position in iShares Micro-Cap ETF in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's iShares Micro-Cap ETF position peaked at $6K in Q1 2018.
  • 187 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.