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Northwest Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Northwest Wealth Management’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
2019
Q3 		– Sell
-2,224
Closed -$207K – 118
2019
Q2 		$207K Sell
2,224
-169
-7% -$15.7K 0.17% 109
2019
Q1 		$222K Sell
2,393
-135
-5% -$12.4K 0.17% 105
2018
Q4 		$208K Sell
2,528
-54
-2% -$5.02K 0.18% 99
2018
Q3 		$274K Hold
2,582
– – 0.21% 93
2018
Q2 		$273K Sell
2,582
-41
-2% -$4.19K 0.21% 89
2018
Q1 		$252K Hold
2,623
– – 0.19% 91
2017
Q4 		$251K Sell
2,623
-47
-2% -$4.45K 0.2% 83
2017
Q3 		$252K Hold
2,670
– – 0.35% 55
2017
Q2 		$237K Buy
2,670
+3
+0.1% +$259 0.22% 89
2017
Q1 		$228K Sell
2,667
-180
-6% -$15.3K 0.21% 87
2016
Q4 		$244K Buy
+2,847
New +$229K 0.25% 79

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
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwest Wealth Management's IWC Position: Q3 2019 in Review

Northwest Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q3 2019, closing a stake of 2,224 shares — an estimated $207K sold.

Northwest Wealth Management first reported a position in IWC in Q4 2016 and held it in 11 quarters. The position peaked at $274K in Q3 2018. 170 funds tracked by Wall St. Rank hold IWC as of Q3 2019.

  • Northwest Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 2,224 iShares Micro-Cap ETF shares in Q3 2019, an estimated $207K.
  • Northwest Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2016 and held it in 11 quarters.
  • Northwest Wealth Management's iShares Micro-Cap ETF position peaked at $274K in Q3 2018.
  • 170 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2019.

Based on Northwest Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.