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

Paracle 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
2021
Q1 		$259K Sell
1,768
-272
-13% -$38.9K 0.05% 81
2020
Q4 		$242K Sell
2,040
-208
-9% -$22K 0.05% 89
2020
Q3 		$203K Buy
+2,248
New +$205K 0.04% 87
2019
Q4 		– Sell
-2,550
Closed -$224K – 54
2019
Q3 		$224K Buy
2,550
+101
+4% +$9.07K 0.05% 66
2019
Q2 		$228K Buy
+2,449
New +$227K 0.06% 63

Other funds holding IWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Paracle Advisors's IWC Position: Q1 2021 in Review

Paracle Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 13% in Q1 2021, selling an estimated $38.9K and leaving 1,768 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #81.

Paracle Advisors first reported a position in IWC in Q2 2019 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold IWC as of Q1 2021.

  • Paracle Advisors held 1,768 shares of iShares Micro-Cap ETF worth $259K as of Q1 2021.
  • Paracle Advisors sold 272 iShares Micro-Cap ETF shares in Q1 2021, an estimated $38.9K.
  • iShares Micro-Cap ETF made up 0.05% of Paracle Advisors's portfolio in Q1 2021, its #81 holding.
  • Paracle Advisors first reported a position in iShares Micro-Cap ETF in Q2 2019 and has held it in 5 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.