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Ropes Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-1,025
Closed -$122K – 507
2020
Q4 		$122K Buy
+1,025
New +$108K 0.02% 291

Other funds holding IWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ropes Wealth Advisors's IWC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2021, closing a stake of 1,025 shares — an estimated $122K sold.

Ropes Wealth Advisors first reported a position in IWC in Q4 2020 and held it in 1 quarter. The position peaked at $122K in Q4 2020. 209 funds tracked by Wall St. Rank hold IWC as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 1,025 iShares Micro-Cap ETF shares in Q1 2021, an estimated $122K.
  • Ropes Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares Micro-Cap ETF position peaked at $122K in Q4 2020.
  • 209 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.