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Optimum Investment Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$1K Hold
8
– – ﹤0.01% 949
2014
Q4 		$1K Hold
8
– – ﹤0.01% 973
2014
Q3 		$1K Hold
8
– – ﹤0.01% 904
2014
Q2 		$1K Hold
8
– – ﹤0.01% 909
2014
Q1 		$1K Hold
8
– – ﹤0.01% 731
2013
Q4 		$1K Hold
8
– – ﹤0.01% 738
2013
Q3 		$1K Buy
+8
New +$528 ﹤0.01% 706

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Optimum Investment Advisors's IWC Position: Q1 2015 in Review

Optimum Investment Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q1 2015 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Optimum Investment Advisors first reported a position in IWC in Q3 2013 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold IWC as of Q1 2015.

  • Optimum Investment Advisors held 8 shares of iShares Micro-Cap ETF worth $1K as of Q1 2015.
  • Optimum Investment Advisors left its iShares Micro-Cap ETF share count unchanged in Q1 2015.
  • iShares Micro-Cap ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #949 holding.
  • Optimum Investment Advisors first reported a position in iShares Micro-Cap ETF in Q3 2013 and has held it in 7 quarters since.
  • 139 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.