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Ronald Blue & Co’s iShares Micro-Cap ETF IWC Stock Holding History

Ronald Blue & Co’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
2015
Q4 		– Sell
-4,266
Closed -$298K – 250
2015
Q3 		$298K Hold
4,266
– – 0.02% 206
2015
Q2 		$348K Sell
4,266
-156
-4% -$12.5K 0.02% 232
2015
Q1 		$350K Hold
4,422
– – 0.02% 231
2014
Q4 		$340K Hold
4,422
– – 0.02% 215
2014
Q3 		$307K Buy
4,422
+388
+10% +$28.2K 0.02% 230
2014
Q2 		$307K Buy
4,034
+564
+16% +$41.3K 0.02% 227
2014
Q1 		$268K Buy
3,470
+340
+11% +$26.1K 0.02% 244
2013
Q4 		$235K Sell
3,130
-2,294
-42% -$163K 0.02% 257
2013
Q3 		$371K Buy
5,424
+854
+19% +$56.4K 0.03% 167
2013
Q2 		$282K Buy
+4,570
New +$273K 0.02% 103

Other funds holding IWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Ronald Blue & Co's IWC Position: Q4 2015 in Review

Ronald Blue & Co sold out of iShares Micro-Cap ETF (IWC) in Q4 2015, closing a stake of 4,266 shares — an estimated $298K sold.

Ronald Blue & Co first reported a position in IWC in Q2 2013 and held it in 10 quarters. The position peaked at $371K in Q3 2013. 134 funds tracked by Wall St. Rank hold IWC as of Q4 2015.

  • Ronald Blue & Co reported no remaining iShares Micro-Cap ETF position as of Q4 2015 after selling out during the quarter.
  • Ronald Blue & Co sold 4,266 iShares Micro-Cap ETF shares in Q4 2015, an estimated $298K.
  • Ronald Blue & Co first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 10 quarters.
  • Ronald Blue & Co's iShares Micro-Cap ETF position peaked at $371K in Q3 2013.
  • 134 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2015.

Based on Ronald Blue & Co's 13F filing for Q4 2015, filed 11 Feb 2016.