SevenBridge Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-343	Closed	-$32K	–	362
2019 Q2	$32K	Hold	343	–	–	0.01%	332
2019 Q1	$32K	Hold	343	–	–	0.01%	293
2018 Q4	$28K	Hold	343	–	–	0.02%	264
2018 Q3	$37K	Sell	343 -125	-27%	-$13.4K	0.02%	265
2018 Q2	$49K	Hold	468	–	–	0.03%	242
2018 Q1	$45K	Sell	468 -49	-9%	-$4.77K	0.03%	251
2017 Q4	$49K	Hold	517	–	–	0.03%	253
2017 Q3	$49K	Hold	517	–	–	0.03%	256
2017 Q2	$46K	Hold	517	–	–	0.03%	271
2017 Q1	$43K	Sell	517 -310	-37%	-$26.3K	0.03%	271
2016 Q4	$63K	Hold	827	–	–	0.05%	231
2016 Q3	$63K	Hold	827	–	–	0.05%	228
2016 Q2	$58K	Buy	+827	New	+$57.8K	0.04%	248

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

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

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

OCM

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

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

AAS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SevenBridge Financial Group's IWC Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares Micro-Cap ETF (IWC) in Q3 2019, closing a stake of 343 shares — an estimated $32K sold.

SevenBridge Financial Group first reported a position in IWC in Q2 2016 and held it in 13 quarters. The position peaked at $63K in Q4 2016. 170 funds tracked by Wall St. Rank hold IWC as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares Micro-Cap ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 343 iShares Micro-Cap ETF shares in Q3 2019, an estimated $32K.
SevenBridge Financial Group first reported a position in iShares Micro-Cap ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares Micro-Cap ETF position peaked at $63K in Q4 2016.
170 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.