OFW
IWC icon

Omnia Family Wealth’s iShares Micro-Cap ETF IWC Stock Holding History

Omnia Family Wealth’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
2017
Q2 		– Sell
-31
Closed -$3K – 726
2017
Q1 		$3K Buy
+31
New +$2.63K ﹤0.01% 510

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Omnia Family Wealth's IWC Position: Q2 2017 in Review

Omnia Family Wealth sold out of iShares Micro-Cap ETF (IWC) in Q2 2017, closing a stake of 31 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in IWC in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 144 funds tracked by Wall St. Rank hold IWC as of Q2 2017.

  • Omnia Family Wealth reported no remaining iShares Micro-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 31 iShares Micro-Cap ETF shares in Q2 2017, an estimated $3K.
  • Omnia Family Wealth first reported a position in iShares Micro-Cap ETF in Q1 2017 and held it in 1 quarter.
  • Omnia Family Wealth's iShares Micro-Cap ETF position peaked at $3K in Q1 2017.
  • 144 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.