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Sowell Financial Services’s iShares Micro-Cap ETF IWC Stock Holding History

Sowell Financial Services’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
2017
Q1 		– Sell
-2,470
Closed -$214K – 415
2016
Q4 		$214K Buy
+2,470
New +$198K 0.07% 185

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Sowell Financial Services's IWC Position: Q1 2017 in Review

Sowell Financial Services sold out of iShares Micro-Cap ETF (IWC) in Q1 2017, closing a stake of 2,470 shares — an estimated $214K sold.

Sowell Financial Services first reported a position in IWC in Q4 2016 and held it in 1 quarter. The position peaked at $214K in Q4 2016. 149 funds tracked by Wall St. Rank hold IWC as of Q1 2017.

  • Sowell Financial Services reported no remaining iShares Micro-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 2,470 iShares Micro-Cap ETF shares in Q1 2017, an estimated $214K.
  • Sowell Financial Services first reported a position in iShares Micro-Cap ETF in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's iShares Micro-Cap ETF position peaked at $214K in Q4 2016.
  • 149 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.