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Simplicity Solutions’s iShares Micro-Cap ETF IWC Stock Holding History

Simplicity Solutions’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
-3,264
Closed -$471K – 535
2021
Q3 		$471K Buy
3,264
+114
+4% +$16.6K 0.07% 293
2021
Q2 		$481K Buy
3,150
+509
+19% +$75.4K 0.1% 233
2021
Q1 		$388K Buy
2,641
+433
+20% +$61.9K 0.09% 251
2020
Q4 		$262K Buy
+2,208
New +$233K ﹤0.01% 825
2020
Q1 		– Sell
-4,378
Closed -$436K – 818
2019
Q4 		$436K Buy
4,378
+148
+3% +$13.7K 0.01% 576
2019
Q3 		$373K Buy
+4,230
New +$380K 0.02% 482
2018
Q3 		– Sell
-3,602
Closed -$381K – 591
2018
Q2 		$381K Sell
3,602
-1,170
-25% -$120K 0.03% 299
2018
Q1 		$458K Buy
4,772
+1,696
+55% +$165K 0.04% 213
2017
Q4 		$294K Buy
+3,076
New +$291K 0.03% 297
2015
Q3 		– Sell
-3,280
Closed -$267K – 135
2015
Q2 		$267K Sell
3,280
-834
-20% -$67K 0.25% 97
2015
Q1 		$325K Sell
4,114
-936
-19% -$72K 0.39% 64
2014
Q4 		$389K Buy
+5,050
New +$367K 0.46% 57

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Simplicity Solutions's IWC Position: Q4 2021 in Review

Simplicity Solutions sold out of iShares Micro-Cap ETF (IWC) in Q4 2021, closing a stake of 3,264 shares — an estimated $471K sold.

Simplicity Solutions first reported a position in IWC in Q4 2014 and held it in 12 quarters. The position peaked at $481K in Q2 2021. 228 funds tracked by Wall St. Rank hold IWC as of Q4 2021.

  • Simplicity Solutions reported no remaining iShares Micro-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Simplicity Solutions sold 3,264 iShares Micro-Cap ETF shares in Q4 2021, an estimated $471K.
  • Simplicity Solutions first reported a position in iShares Micro-Cap ETF in Q4 2014 and held it in 12 quarters.
  • Simplicity Solutions's iShares Micro-Cap ETF position peaked at $481K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2021.

Based on Simplicity Solutions's 13F filing for Q4 2021, filed 11 Feb 2022.