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

Realta Investment 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
2023
Q1 		– Sell
-200
Closed -$21.6K – 624
2022
Q4 		$21.6K Buy
200
+100
+100% +$10.9K 0.01% 639
2022
Q3 		$10K Buy
+100
New +$11.4K ﹤0.01% 691

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

Realta Investment Advisors's IWC Position: Q1 2023 in Review

Realta Investment Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2023, closing a stake of 200 shares — an estimated $21.6K sold.

Realta Investment Advisors first reported a position in IWC in Q3 2022 and held it in 2 quarters. The position peaked at $21.6K in Q4 2022. 188 funds tracked by Wall St. Rank hold IWC as of Q1 2023.

  • Realta Investment Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 200 iShares Micro-Cap ETF shares in Q1 2023, an estimated $21.6K.
  • Realta Investment Advisors first reported a position in iShares Micro-Cap ETF in Q3 2022 and held it in 2 quarters.
  • Realta Investment Advisors's iShares Micro-Cap ETF position peaked at $21.6K in Q4 2022.
  • 188 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2023.

Based on Realta Investment Advisors's 13F filing for Q1 2023, filed 5 May 2023.