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Osbon Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

Osbon Capital 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
Q2 		$269K Buy
+2,891
New +$268K 0.29% 43

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
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Osbon Capital Management's IWC Position: Q2 2019 in Review

Osbon Capital Management opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2019: 2,891 shares worth $269K. The stake represents 0.29% of the portfolio and ranks #43 among its holdings.

175 funds tracked by Wall St. Rank hold IWC as of Q2 2019.

  • Osbon Capital Management held 2,891 shares of iShares Micro-Cap ETF worth $269K as of Q2 2019.
  • iShares Micro-Cap ETF was a new Osbon Capital Management position in Q2 2019.
  • iShares Micro-Cap ETF made up 0.29% of Osbon Capital Management's portfolio in Q2 2019, its #43 holding.
  • 175 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2019.

Based on Osbon Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.