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Prospera Financial Services’s iShares Micro-Cap ETF IWC Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-440
Closed -$57K – 2124
2022
Q1 		$57K Buy
+440
New +$56.5K ﹤0.01% 1316
2020
Q4 		– Sell
-836
Closed -$76K – 1113
2020
Q3 		$76K Buy
+836
New +$76.3K 0.03% 490
2017
Q2 		– Sell
-4,477
Closed -$374K – 441
2017
Q1 		$374K Buy
+4,477
New +$380K 0.07% 234
2014
Q1 		– Sell
-9,898
Closed -$744K – 273
2013
Q4 		$744K Buy
+9,898
New +$704K 0.25% 67

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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 $3.92B AUM 15.21% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Prospera Financial Services's IWC Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 440 shares — an estimated $57K sold.

Prospera Financial Services first reported a position in IWC in Q4 2013 and held it in 4 quarters. The position peaked at $744K in Q4 2013. 203 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 440 iShares Micro-Cap ETF shares in Q2 2022, an estimated $57K.
  • Prospera Financial Services first reported a position in iShares Micro-Cap ETF in Q4 2013 and held it in 4 quarters.
  • Prospera Financial Services's iShares Micro-Cap ETF position peaked at $744K in Q4 2013.
  • 203 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.