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

Summit 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	-1,539	Closed	-$215K	–	167
2021 Q4	$215K	Sell	1,539 -176	-10%	-$25.5K	0.05%	149
2021 Q3	$248K	Buy	+1,715	New	+$249K	0.06%	136
2021 Q2	–	Sell	-1,445	Closed	-$212K	–	156
2021 Q1	$212K	Buy	+1,445	New	+$206K	0.05%	143
2020 Q3	–	Sell	-16,016	Closed	-$1.4M	–	152
2020 Q2	$1.4M	Sell	16,016 -414	-3%	-$32.4K	0.45%	41
2020 Q1	$1.1M	Buy	16,430 +2,191	+15%	+$194K	0.45%	38
2019 Q4	$1.42M	Buy	+14,239	New	+$1.32M	0.49%	36

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

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

Summit Wealth Partners sold out of iShares Micro-Cap ETF (IWC) in Q1 2022, closing a stake of 1,539 shares — an estimated $215K sold.

Summit Wealth Partners first reported a position in IWC in Q4 2019 and held it in 6 quarters. The position peaked at $1.42M in Q4 2019. 222 funds tracked by Wall St. Rank hold IWC as of Q1 2022.

Summit Wealth Partners reported no remaining iShares Micro-Cap ETF position as of Q1 2022 after selling out during the quarter.
Summit Wealth Partners sold 1,539 iShares Micro-Cap ETF shares in Q1 2022, an estimated $215K.
Summit Wealth Partners first reported a position in iShares Micro-Cap ETF in Q4 2019 and held it in 6 quarters.
Summit Wealth Partners's iShares Micro-Cap ETF position peaked at $1.42M in Q4 2019.
222 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2022.

Based on Summit Wealth Partners's 13F filing for Q1 2022, filed 11 Sep 2024.