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RPg Family Wealth Advisory’s iShares Micro-Cap ETF IWC Stock Holding History

RPg Family Wealth Advisory’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
Q4 		– Sell
-130
Closed -$11.5K – 290
2019
Q3 		$11.5K Buy
+130
New +$11.7K 0.01% 278

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

RPg Family Wealth Advisory's IWC Position: Q4 2019 in Review

RPg Family Wealth Advisory sold out of iShares Micro-Cap ETF (IWC) in Q4 2019, closing a stake of 130 shares — an estimated $11.5K sold.

RPg Family Wealth Advisory first reported a position in IWC in Q3 2019 and held it in 1 quarter. The position peaked at $11.5K in Q3 2019. 187 funds tracked by Wall St. Rank hold IWC as of Q4 2019.

  • RPg Family Wealth Advisory reported no remaining iShares Micro-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 130 iShares Micro-Cap ETF shares in Q4 2019, an estimated $11.5K.
  • RPg Family Wealth Advisory first reported a position in iShares Micro-Cap ETF in Q3 2019 and held it in 1 quarter.
  • RPg Family Wealth Advisory's iShares Micro-Cap ETF position peaked at $11.5K in Q3 2019.
  • 187 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2019, filed 12 Feb 2020.