Rehmann Capital Advisory Group’s iShares Micro-Cap ETF IWC Stock Holding History

Rehmann Capital Advisory 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
2019 Q3	–	Sell	-4,313	Closed	-$402K	–	1912
2019 Q2	$402K	Buy	4,313 +435	+11%	+$40.3K	0.05%	282
2019 Q1	$360K	Buy	+3,878	New	+$357K	0.05%	282
2018 Q4	–	Sell	-2,062	Closed	-$219K	–	1989
2018 Q3	$219K	Buy	2,062 +87	+4%	+$9.32K	0.03%	379
2018 Q2	$209K	Buy	1,975 +432	+28%	+$44.1K	0.03%	362
2018 Q1	$148K	Buy	+1,543	New	+$150K	0.02%	445

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rehmann Capital Advisory Group's IWC Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares Micro-Cap ETF (IWC) in Q3 2019, closing a stake of 4,313 shares — an estimated $402K sold.

Rehmann Capital Advisory Group first reported a position in IWC in Q1 2018 and held it in 5 quarters. The position peaked at $402K in Q2 2019. 170 funds tracked by Wall St. Rank hold IWC as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares Micro-Cap ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 4,313 iShares Micro-Cap ETF shares in Q3 2019, an estimated $402K.
Rehmann Capital Advisory Group first reported a position in iShares Micro-Cap ETF in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's iShares Micro-Cap ETF position peaked at $402K in Q2 2019.
170 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.