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

Squar Milner 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
2018
Q3 		– Sell
-1,425
Closed -$151K – 815
2018
Q2 		$151K Buy
+1,425
New +$146K 0.13% 195

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Squar Milner Financial Services's IWC Position: Q3 2018 in Review

Squar Milner Financial Services sold out of iShares Micro-Cap ETF (IWC) in Q3 2018, closing a stake of 1,425 shares — an estimated $151K sold.

Squar Milner Financial Services first reported a position in IWC in Q2 2018 and held it in 1 quarter. The position peaked at $151K in Q2 2018. 186 funds tracked by Wall St. Rank hold IWC as of Q3 2018.

  • Squar Milner Financial Services reported no remaining iShares Micro-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,425 iShares Micro-Cap ETF shares in Q3 2018, an estimated $151K.
  • Squar Milner Financial Services first reported a position in iShares Micro-Cap ETF in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's iShares Micro-Cap ETF position peaked at $151K in Q2 2018.
  • 186 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.