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Money Concepts Capital’s iShares Micro-Cap ETF IWC Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-100
Closed -$10.8K – 1728
2022
Q4 		$10.8K Sell
100
-107
-52% -$11.7K ﹤0.01% 1978
2022
Q3 		$21K Buy
207
+66
+47% +$7.5K ﹤0.01% 905
2022
Q2 		$15K Buy
141
+32
+29% +$3.68K ﹤0.01% 949
2022
Q1 		$14K Buy
109
+61
+127% +$7.84K ﹤0.01% 1775
2021
Q4 		$7K Buy
+48
New +$6.96K ﹤0.01% 691

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Money Concepts Capital's IWC Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Micro-Cap ETF (IWC) in Q1 2023, closing a stake of 100 shares — an estimated $10.8K sold.

Money Concepts Capital first reported a position in IWC in Q4 2021 and held it in 5 quarters. The position peaked at $21K in Q3 2022. 188 funds tracked by Wall St. Rank hold IWC as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Micro-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 100 iShares Micro-Cap ETF shares in Q1 2023, an estimated $10.8K.
  • Money Concepts Capital first reported a position in iShares Micro-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's iShares Micro-Cap ETF position peaked at $21K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.