Reilly Financial Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Reilly Financial 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
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	933
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	818
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	862
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	865
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	801
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	753
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	816
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	840
2019 Q4	$2K	Sell	20 -8	-29%	-$740	﹤0.01%	810
2019 Q3	$2K	Hold	28	–	–	﹤0.01%	824
2019 Q2	$3K	Hold	28	–	–	﹤0.01%	835
2019 Q1	$3K	Hold	28	–	–	﹤0.01%	856
2018 Q4	$2K	Hold	28	–	–	﹤0.01%	856
2018 Q3	$3K	Hold	28	–	–	﹤0.01%	903
2018 Q2	$3K	Hold	28	–	–	﹤0.01%	884
2018 Q1	$3K	Hold	28	–	–	﹤0.01%	844
2017 Q4	$3K	Hold	28	–	–	﹤0.01%	847
2017 Q3	$3K	Hold	28	–	–	﹤0.01%	840
2017 Q2	$2K	Hold	28	–	–	﹤0.01%	874
2017 Q1	$2K	Buy	+28	New	+$2.38K	﹤0.01%	847
2015 Q3	–	Sell	-6	Closed	–	–	1344
2015 Q2	$0	Buy	+6	New	+$482	﹤0.01%	1391
2014 Q3	–	Sell	-19	Closed	-$1K	–	848
2014 Q2	$1K	Buy	+19	New	+$1.39K	﹤0.01%	816

Other funds holding IWC

MFM

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

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

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

OCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Reilly Financial Advisors's IWC Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q4 2021 at 20 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Reilly Financial Advisors first reported a position in IWC in Q2 2014 and has held it in 22 quarters since. 229 funds tracked by Wall St. Rank hold IWC as of Q4 2021.

Reilly Financial Advisors held 20 shares of iShares Micro-Cap ETF worth $3K as of Q4 2021.
Reilly Financial Advisors left its iShares Micro-Cap ETF share count unchanged in Q4 2021.
iShares Micro-Cap ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #933 holding.
Reilly Financial Advisors first reported a position in iShares Micro-Cap ETF in Q2 2014 and has held it in 22 quarters since.
229 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.