SeaCrest Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

SeaCrest Wealth Management’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 Q2	–	Sell	-779	Closed	-$72K	–	1182
2019 Q1	$72K	Hold	779	–	–	0.01%	815
2018 Q4	$64K	Hold	779	–	–	0.01%	820
2018 Q3	$83K	Hold	779	–	–	0.01%	809
2018 Q2	$82K	Hold	779	–	–	0.01%	795
2018 Q1	$75K	Hold	779	–	–	0.01%	797
2017 Q4	$75K	Buy	+779	New	+$73.8K	0.01%	813

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

SeaCrest Wealth Management's IWC Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2019, closing a stake of 779 shares — an estimated $72K sold.

SeaCrest Wealth Management first reported a position in IWC in Q4 2017 and held it in 6 quarters. The position peaked at $83K in Q3 2018. 175 funds tracked by Wall St. Rank hold IWC as of Q2 2019.

SeaCrest Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 779 iShares Micro-Cap ETF shares in Q2 2019, an estimated $72K.
SeaCrest Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's iShares Micro-Cap ETF position peaked at $83K in Q3 2018.
175 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.