OPWM
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Oak Point Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Oak Point 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
2018
Q1 		$322K Buy
3,408
+37
+1% +$3.6K 0.33% 84
2017
Q4 		$314K Buy
+3,371
New +$319K 0.31% 77

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
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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Oak Point Wealth Management's IWC Position: Q1 2018 in Review

Oak Point Wealth Management increased its iShares Micro-Cap ETF (IWC) stake by 1.1% in Q1 2018, buying an estimated $3.6K and bringing the position to 3,408 shares worth $322K. The position accounts for 0.33% of the portfolio, ranked #84.

Oak Point Wealth Management first reported a position in IWC in Q4 2017 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold IWC as of Q1 2018.

  • Oak Point Wealth Management held 3,408 shares of iShares Micro-Cap ETF worth $322K as of Q1 2018.
  • Oak Point Wealth Management bought 37 iShares Micro-Cap ETF shares in Q1 2018, an estimated $3.6K.
  • iShares Micro-Cap ETF made up 0.33% of Oak Point Wealth Management's portfolio in Q1 2018, its #84 holding.
  • Oak Point Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2017 and has held it in 2 quarters since.
  • 170 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.