RPCONE
IWC icon

Retirement Planning Company of New England’s iShares Micro-Cap ETF IWC Stock Holding History

Retirement Planning Company of New England’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
-1,610
Closed -$207K – 224
2022
Q1 		$207K Hold
1,610
– – 0.12% 216
2021
Q4 		$224K Buy
+1,610
New +$234K 0.11% 197

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 $2.31B AUM 21.64% 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 $4.36B AUM 19.15% 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

Retirement Planning Company of New England's IWC Position: Q2 2022 in Review

Retirement Planning Company of New England sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 1,610 shares — an estimated $207K sold.

Retirement Planning Company of New England first reported a position in IWC in Q4 2021 and held it in 2 quarters. The position peaked at $224K in Q4 2021. 204 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • Retirement Planning Company of New England reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 1,610 iShares Micro-Cap ETF shares in Q2 2022, an estimated $207K.
  • Retirement Planning Company of New England first reported a position in iShares Micro-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Retirement Planning Company of New England's iShares Micro-Cap ETF position peaked at $224K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on Retirement Planning Company of New England's 13F filing for Q2 2022, filed 12 Aug 2022.