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Patriot Investment Management Group’s iShares Micro-Cap ETF IWC Stock Holding History

Patriot Investment Management Group’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
2023
Q1 		– Sell
-424
Closed -$49.6K – 318
2022
Q4 		$49.6K Buy
+424
New +$46.2K ﹤0.01% 301
2020
Q3 		– Sell
-424
Closed -$37K – 422
2020
Q2 		$37K Buy
+424
New +$33.1K ﹤0.01% 358

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 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
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Patriot Investment Management Group's IWC Position: Q1 2023 in Review

Patriot Investment Management Group sold out of iShares Micro-Cap ETF (IWC) in Q1 2023, closing a stake of 424 shares — an estimated $49.6K sold.

Patriot Investment Management Group first reported a position in IWC in Q2 2020 and held it in 2 quarters. The position peaked at $49.6K in Q4 2022. 188 funds tracked by Wall St. Rank hold IWC as of Q1 2023.

  • Patriot Investment Management Group reported no remaining iShares Micro-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Investment Management Group sold 424 iShares Micro-Cap ETF shares in Q1 2023, an estimated $49.6K.
  • Patriot Investment Management Group first reported a position in iShares Micro-Cap ETF in Q2 2020 and held it in 2 quarters.
  • Patriot Investment Management Group's iShares Micro-Cap ETF position peaked at $49.6K in Q4 2022.
  • 188 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.