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McNamara Financial Services’s iShares Micro-Cap ETF IWC Stock Holding History

McNamara Financial 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
2015
Q1 		– Sell
-2,500
Closed -$192K – 111
2014
Q4 		$192K Buy
+2,500
New +$182K 0.18% 68

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

McNamara Financial Services's IWC Position: Q1 2015 in Review

McNamara Financial Services sold out of iShares Micro-Cap ETF (IWC) in Q1 2015, closing a stake of 2,500 shares — an estimated $192K sold.

McNamara Financial Services first reported a position in IWC in Q4 2014 and held it in 1 quarter. The position peaked at $192K in Q4 2014. 139 funds tracked by Wall St. Rank hold IWC as of Q1 2015.

  • McNamara Financial Services reported no remaining iShares Micro-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 2,500 iShares Micro-Cap ETF shares in Q1 2015, an estimated $192K.
  • McNamara Financial Services first reported a position in iShares Micro-Cap ETF in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's iShares Micro-Cap ETF position peaked at $192K in Q4 2014.
  • 139 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.