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Northwest Investment Counselors’s iShares Micro-Cap ETF IWC Stock Holding History

Northwest Investment Counselors’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
2022
Q2 		– Sell
-275
Closed -$35K – 587
2022
Q1 		$35K Hold
275
– – 0.01% 268
2021
Q4 		$38K Buy
+275
New +$39.9K 0.01% 251
2021
Q2 		– Sell
-475
Closed -$70K – 292
2021
Q1 		$70K Buy
+475
New +$67.9K 0.02% 193
2020
Q4 		– Sell
-475
Closed -$43K – 288
2020
Q3 		$43K Buy
+475
New +$43.3K 0.01% 204

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Northwest Investment Counselors's IWC Position: Q2 2022 in Review

Northwest Investment Counselors sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 275 shares — an estimated $35K sold.

Northwest Investment Counselors first reported a position in IWC in Q3 2020 and held it in 4 quarters. The position peaked at $70K in Q1 2021. 204 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • Northwest Investment Counselors reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Northwest Investment Counselors sold 275 iShares Micro-Cap ETF shares in Q2 2022, an estimated $35K.
  • Northwest Investment Counselors first reported a position in iShares Micro-Cap ETF in Q3 2020 and held it in 4 quarters.
  • Northwest Investment Counselors's iShares Micro-Cap ETF position peaked at $70K in Q1 2021.
  • 204 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on Northwest Investment Counselors's 13F filing for Q2 2022, filed 26 Jul 2022.