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New England Capital Financial Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

New England Capital Financial Advisors’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
Q3 		– Sell
-4,263
Closed -$466K – 403
2023
Q2 		$466K Buy
4,263
+378
+10% +$39.7K 0.31% 27
2023
Q1 		$406K Buy
3,885
+75
+2% +$8.42K 0.29% 32
2022
Q4 		$440K Buy
+3,810
New +$415K 0.31% 30

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

New England Capital Financial Advisors's IWC Position: Q3 2023 in Review

New England Capital Financial Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2023, closing a stake of 4,263 shares — an estimated $466K sold.

New England Capital Financial Advisors first reported a position in IWC in Q4 2022 and held it in 3 quarters. The position peaked at $466K in Q2 2023. 191 funds tracked by Wall St. Rank hold IWC as of Q3 2023.

  • New England Capital Financial Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 4,263 iShares Micro-Cap ETF shares in Q3 2023, an estimated $466K.
  • New England Capital Financial Advisors first reported a position in iShares Micro-Cap ETF in Q4 2022 and held it in 3 quarters.
  • New England Capital Financial Advisors's iShares Micro-Cap ETF position peaked at $466K in Q2 2023.
  • 191 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2023.

Based on New England Capital Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.