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Next Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History

Next Financial Group’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
Q1 		– Sell
-135
Closed -$13K – 2255
2019
Q4 		$13K Hold
135
– – ﹤0.01% 1675
2019
Q3 		$12K Hold
135
– – ﹤0.01% 1641
2019
Q2 		$13K Hold
135
– – ﹤0.01% 1601
2019
Q1 		$13K Hold
135
– – ﹤0.01% 1056
2018
Q4 		$11K Hold
135
– – ﹤0.01% 1312
2018
Q3 		$14K Buy
+135
New +$14.5K 0.01% 894
2017
Q4 		– Sell
-135
Closed -$13K – 822
2017
Q3 		$13K Hold
135
– – ﹤0.01% 1111
2017
Q2 		$12K Hold
135
– – ﹤0.01% 1259
2017
Q1 		$12K Sell
135
-429
-76% -$36.5K ﹤0.01% 1213
2016
Q4 		$48K Hold
564
– – 0.01% 985
2016
Q3 		$44K Buy
564
+429
+318% +$32.2K 0.01% 1002
2016
Q2 		$9K Hold
135
– – ﹤0.01% 1221
2016
Q1 		$9K Hold
135
– – ﹤0.01% 1195
2015
Q4 		$9K Hold
135
– – ﹤0.01% 1206
2015
Q3 		$9K Hold
135
– – ﹤0.01% 1248
2015
Q2 		$11K Hold
135
– – ﹤0.01% 1231
2015
Q1 		$10K Hold
135
– – ﹤0.01% 1235
2014
Q4 		$10K Sell
135
-801
-86% -$58.2K ﹤0.01% 1250
2014
Q3 		$65K Buy
+936
New +$68K 0.01% 823

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 $2.07B AUM 19% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 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
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Next Financial Group's IWC Position: Q1 2020 in Review

Next Financial Group sold out of iShares Micro-Cap ETF (IWC) in Q1 2020, closing a stake of 135 shares — an estimated $13K sold.

Next Financial Group first reported a position in IWC in Q3 2014 and held it in 19 quarters. The position peaked at $65K in Q3 2014. 163 funds tracked by Wall St. Rank hold IWC as of Q1 2020.

  • Next Financial Group reported no remaining iShares Micro-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 135 iShares Micro-Cap ETF shares in Q1 2020, an estimated $13K.
  • Next Financial Group first reported a position in iShares Micro-Cap ETF in Q3 2014 and held it in 19 quarters.
  • Next Financial Group's iShares Micro-Cap ETF position peaked at $65K in Q3 2014.
  • 163 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.