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Rather & Kittrell’s iShares Micro-Cap ETF IWC Stock Holding History

Rather & Kittrell’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
Q1 		– Sell
-92
Closed -$12K – 174
2021
Q4 		$12K Buy
+92
New +$13.3K 0.01% 209

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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rather & Kittrell's IWC Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares Micro-Cap ETF (IWC) in Q1 2022, closing a stake of 92 shares — an estimated $12K sold.

Rather & Kittrell first reported a position in IWC in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 222 funds tracked by Wall St. Rank hold IWC as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares Micro-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 92 iShares Micro-Cap ETF shares in Q1 2022, an estimated $12K.
  • Rather & Kittrell first reported a position in iShares Micro-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares Micro-Cap ETF position peaked at $12K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.