MCC
IWFH

Money Concepts Capital’s iShares Virtual Work and Life Multisector ETF IWFH Stock Holding History

Money Concepts Capital’s Portfolio IWFH Stock Details IWFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-330
Closed -$4.45K – 3076
2022
Q4 		$4.45K Buy
+330
New +$4.27K ﹤0.01% 2402

Other funds holding IWFH

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return

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

Money Concepts Capital sold out of iShares Virtual Work and Life Multisector ETF (IWFH) in Q1 2023, closing a stake of 330 shares — an estimated $4.45K sold.

Money Concepts Capital first reported a position in IWFH in Q4 2022 and held it in 1 quarter. The position peaked at $4.45K in Q4 2022. 5 funds tracked by Wall St. Rank hold IWFH as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Virtual Work and Life Multisector ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 330 iShares Virtual Work and Life Multisector ETF shares in Q1 2023, an estimated $4.45K.
  • Money Concepts Capital first reported a position in iShares Virtual Work and Life Multisector ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's iShares Virtual Work and Life Multisector ETF position peaked at $4.45K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares Virtual Work and Life Multisector ETF as of Q1 2023.

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