Secure Asset Management’s iShares Micro-Cap ETF IWC Stock Holding History

Secure Asset 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
2021 Q4	–	Sell	-1,725	Closed	-$249K	–	215
2021 Q3	$249K	Buy	1,725 +91	+6%	+$13.2K	0.12%	150
2021 Q2	$249K	Sell	1,634 -294	-15%	-$43.6K	0.13%	155
2021 Q1	$283K	Sell	1,928 -216	-10%	-$30.9K	0.16%	130
2020 Q4	$254K	Buy	+2,144	New	+$227K	0.15%	128
2020 Q3	–	Sell	-2,939	Closed	-$256K	–	158
2020 Q2	$256K	Buy	+2,939	New	+$230K	0.18%	127

Other funds holding IWC

MFM

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

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Secure Asset Management's IWC Position: Q4 2021 in Review

Secure Asset Management sold out of iShares Micro-Cap ETF (IWC) in Q4 2021, closing a stake of 1,725 shares — an estimated $249K sold.

Secure Asset Management first reported a position in IWC in Q2 2020 and held it in 5 quarters. The position peaked at $283K in Q1 2021. 228 funds tracked by Wall St. Rank hold IWC as of Q4 2021.

Secure Asset Management reported no remaining iShares Micro-Cap ETF position as of Q4 2021 after selling out during the quarter.
Secure Asset Management sold 1,725 iShares Micro-Cap ETF shares in Q4 2021, an estimated $249K.
Secure Asset Management first reported a position in iShares Micro-Cap ETF in Q2 2020 and held it in 5 quarters.
Secure Asset Management's iShares Micro-Cap ETF position peaked at $283K in Q1 2021.
228 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2021.

Based on Secure Asset Management's 13F filing for Q4 2021, filed 24 Jan 2022.