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Sargent Bickham Lagudis’s iShares Micro-Cap ETF IWC Stock Holding History

Sargent Bickham Lagudis’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
Q1 		– Sell
-156
Closed -$13K – 822
2018
Q4 		$13K Sell
156
-32
-17% -$2.97K ﹤0.01% 550
2018
Q3 		$20K Buy
188
+61
+48% +$6.54K ﹤0.01% 501
2018
Q2 		$13K Buy
127
+83
+189% +$8.48K ﹤0.01% 543
2018
Q1 		$4K Hold
44
– – ﹤0.01% 679
2017
Q4 		$4K Buy
44
+32
+267% +$3.03K ﹤0.01% 701
2017
Q3 		$1K Hold
12
– – ﹤0.01% 788
2017
Q2 		$1K Buy
+12
New +$1.03K ﹤0.01% 749

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
MBT
Monroe Bank & Trust Monroe, Michigan $299M AUM 8.4% 1-Year Est. Return

Sargent Bickham Lagudis's IWC Position: Q1 2019 in Review

Sargent Bickham Lagudis sold out of iShares Micro-Cap ETF (IWC) in Q1 2019, closing a stake of 156 shares — an estimated $13K sold.

Sargent Bickham Lagudis first reported a position in IWC in Q2 2017 and held it in 7 quarters. The position peaked at $20K in Q3 2018. 184 funds tracked by Wall St. Rank hold IWC as of Q1 2019.

  • Sargent Bickham Lagudis reported no remaining iShares Micro-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 156 iShares Micro-Cap ETF shares in Q1 2019, an estimated $13K.
  • Sargent Bickham Lagudis first reported a position in iShares Micro-Cap ETF in Q2 2017 and held it in 7 quarters.
  • Sargent Bickham Lagudis's iShares Micro-Cap ETF position peaked at $20K in Q3 2018.
  • 184 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2019, filed 13 Sep 2021.