SSW
IWC icon

Smith Shellnut Wilson’s iShares Micro-Cap ETF IWC Stock Holding History

Smith Shellnut Wilson’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
-200
Closed -$29K – 156
2021
Q3 		$29K Hold
200
– – 0.02% 145
2021
Q2 		$31K Hold
200
– – 0.02% 142
2021
Q1 		$29K Buy
+200
New +$28.6K 0.02% 141

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

Smith Shellnut Wilson's IWC Position: Q4 2021 in Review

Smith Shellnut Wilson sold out of iShares Micro-Cap ETF (IWC) in Q4 2021, closing a stake of 200 shares — an estimated $29K sold.

Smith Shellnut Wilson first reported a position in IWC in Q1 2021 and held it in 3 quarters. The position peaked at $31K in Q2 2021. 228 funds tracked by Wall St. Rank hold IWC as of Q4 2021.

  • Smith Shellnut Wilson reported no remaining iShares Micro-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Smith Shellnut Wilson sold 200 iShares Micro-Cap ETF shares in Q4 2021, an estimated $29K.
  • Smith Shellnut Wilson first reported a position in iShares Micro-Cap ETF in Q1 2021 and held it in 3 quarters.
  • Smith Shellnut Wilson's iShares Micro-Cap ETF position peaked at $31K in Q2 2021.
  • 228 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2021.

Based on Smith Shellnut Wilson's 13F filing for Q4 2021, filed 3 Feb 2022.