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Patriot Financial Group Insurance Agency’s iShares Micro-Cap ETF IWC Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-23
Closed -$2K – 1748
2020
Q1 		$2K Sell
23
-125
-84% -$11K ﹤0.01% 1307
2019
Q4 		$15K Hold
148
– – 0.01% 745
2019
Q3 		$13K Hold
148
– – 0.01% 750
2019
Q2 		$14K Hold
148
– – 0.01% 734
2019
Q1 		$14K Hold
148
– – 0.01% 630
2018
Q4 		$12K Hold
148
– – 0.01% 579
2018
Q3 		$16K Buy
148
+113
+323% +$12.1K 0.01% 525
2018
Q2 		$4K Sell
35
-1,087
-97% -$111K ﹤0.01% 502
2018
Q1 		$105K Hold
1,122
– – 0.08% 206
2017
Q4 		$109K Buy
1,122
+1
+0.1% +$95 0.08% 199
2017
Q3 		$107K Buy
1,121
+1
+0.1% +$88 0.1% 168
2017
Q2 		$99K Buy
1,120
+82
+8% +$7.07K 0.1% 162
2017
Q1 		$86K Sell
1,038
-34
-3% -$2.89K 0.09% 164
2016
Q4 		$90K Buy
+1,072
New +$86.1K 0.12% 149

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IWC Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of iShares Micro-Cap ETF (IWC) in Q2 2020, closing a stake of 23 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in IWC in Q4 2016 and held it in 14 quarters. The position peaked at $109K in Q4 2017. 163 funds tracked by Wall St. Rank hold IWC as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Micro-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 23 iShares Micro-Cap ETF shares in Q2 2020, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Micro-Cap ETF in Q4 2016 and held it in 14 quarters.
  • Patriot Financial Group Insurance Agency's iShares Micro-Cap ETF position peaked at $109K in Q4 2017.
  • 163 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.