Stratos Wealth Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Stratos Wealth Partners’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
2022 Q1	–	Sell	-1,622	Closed	-$227K	–	1311
2021 Q4	$227K	Buy	+1,622	New	+$235K	0.01%	1119
2020 Q1	–	Sell	-2,444	Closed	-$243K	–	981
2019 Q4	$243K	Hold	2,444	–	–	0.01%	838
2019 Q3	$215K	Hold	2,444	–	–	0.01%	860
2019 Q2	$228K	Sell	2,444 -79	-3%	-$7.32K	0.01%	827
2019 Q1	$234K	Sell	2,523 -8	-0.3%	-$737	0.01%	808
2018 Q4	$209K	Sell	2,531 -114	-4%	-$10.6K	0.01%	783
2018 Q3	$281K	Hold	2,645	–	–	0.01%	731
2018 Q2	$279K	Buy	2,645 +193	+8%	+$19.7K	0.01%	776
2018 Q1	$236K	Buy	2,452 +2,126	+652%	+$207K	0.01%	834
2017 Q4	$31K	Buy	+326	New	+$30.9K	﹤0.01%	1742

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

AAS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stratos Wealth Partners's IWC Position: Q1 2022 in Review

Stratos Wealth Partners sold out of iShares Micro-Cap ETF (IWC) in Q1 2022, closing a stake of 1,622 shares — an estimated $227K sold.

Stratos Wealth Partners first reported a position in IWC in Q4 2017 and held it in 10 quarters. The position peaked at $281K in Q3 2018. 222 funds tracked by Wall St. Rank hold IWC as of Q1 2022.

Stratos Wealth Partners reported no remaining iShares Micro-Cap ETF position as of Q1 2022 after selling out during the quarter.
Stratos Wealth Partners sold 1,622 iShares Micro-Cap ETF shares in Q1 2022, an estimated $227K.
Stratos Wealth Partners first reported a position in iShares Micro-Cap ETF in Q4 2017 and held it in 10 quarters.
Stratos Wealth Partners's iShares Micro-Cap ETF position peaked at $281K in Q3 2018.
222 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2022.

Based on Stratos Wealth Partners's 13F filing for Q1 2022, filed 26 Apr 2022.