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Michael Gelband’s iShares Micro-Cap ETF IWC Stock Holding History

Michael Gelband’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
-506
Closed -$65K – 2173
2022
Q1 		$65K Buy
+506
New +$65K ﹤0.01% 2042

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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 $4.36B AUM 19.15% 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 $1.15T AUM 47.82% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Michael Gelband's IWC Position: Q2 2022 in Review

Michael Gelband sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 506 shares — an estimated $65K sold.

Michael Gelband first reported a position in IWC in Q1 2022 and held it in 1 quarter. The position peaked at $65K in Q1 2022. 204 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • Michael Gelband reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Michael Gelband sold 506 iShares Micro-Cap ETF shares in Q2 2022, an estimated $65K.
  • Michael Gelband first reported a position in iShares Micro-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Michael Gelband's iShares Micro-Cap ETF position peaked at $65K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on ExodusPoint Capital Management's 13F filing for Q2 2022, filed 22 Aug 2022.