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

Omega 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
-2,245
Closed -$223K – 58
2019
Q4 		$223K Sell
2,245
-21
-0.9% -$1.94K 0.15% 61
2019
Q3 		$200K Buy
2,266
+8
+0.4% +$719 0.14% 61
2019
Q2 		$210K Sell
2,258
-18
-0.8% -$1.67K 0.16% 61
2019
Q1 		$211K Buy
+2,276
New +$210K 0.16% 63

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 $2.31B AUM 21.64% 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

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

Omega Financial Group sold out of iShares Micro-Cap ETF (IWC) in Q1 2020, closing a stake of 2,245 shares — an estimated $223K sold.

Omega Financial Group first reported a position in IWC in Q1 2019 and held it in 4 quarters. The position peaked at $223K in Q4 2019. 163 funds tracked by Wall St. Rank hold IWC as of Q1 2020.

  • Omega Financial Group reported no remaining iShares Micro-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Omega Financial Group sold 2,245 iShares Micro-Cap ETF shares in Q1 2020, an estimated $223K.
  • Omega Financial Group first reported a position in iShares Micro-Cap ETF in Q1 2019 and held it in 4 quarters.
  • Omega Financial Group's iShares Micro-Cap ETF position peaked at $223K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2020.

Based on Omega Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.