NNP
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Nachman Norwood & Parrott’s iShares Micro-Cap ETF IWC Stock Holding History

Nachman Norwood & Parrott’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
2020
Q2 		– Sell
-4,097
Closed -$275K – 240
2020
Q1 		$275K Buy
+4,097
New +$362K 0.06% 188

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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 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 $3.92B AUM 15.21% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Nachman Norwood & Parrott's IWC Position: Q2 2020 in Review

Nachman Norwood & Parrott sold out of iShares Micro-Cap ETF (IWC) in Q2 2020, closing a stake of 4,097 shares — an estimated $275K sold.

Nachman Norwood & Parrott first reported a position in IWC in Q1 2020 and held it in 1 quarter. The position peaked at $275K in Q1 2020. 162 funds tracked by Wall St. Rank hold IWC as of Q2 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Micro-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 4,097 iShares Micro-Cap ETF shares in Q2 2020, an estimated $275K.
  • Nachman Norwood & Parrott first reported a position in iShares Micro-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Micro-Cap ETF position peaked at $275K in Q1 2020.
  • 162 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2020, filed 16 Jul 2020.