Syverson Strege & Co’s iShares Micro-Cap ETF IWC Stock Holding History

Syverson Strege & Co’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
2023 Q2	–	Sell	-884	Closed	-$92.4K	–	339
2023 Q1	$92.4K	Hold	884	–	–	0.04%	94
2022 Q4	$95.3K	Sell	884 -174	-16%	-$18.9K	0.04%	97
2022 Q3	$109K	Hold	1,058	–	–	0.06%	83
2022 Q2	$110K	Hold	1,058	–	–	0.04%	96
2022 Q1	$136K	Hold	1,058	–	–	0.15%	76
2021 Q4	$148K	Hold	1,058	–	–	0.11%	77
2021 Q3	$153K	Hold	1,058	–	–	0.12%	76
2021 Q2	$161K	Hold	1,058	–	–	0.14%	67
2021 Q1	$155K	Hold	1,058	–	–	0.16%	66
2020 Q4	$126K	Buy	+1,058	New	+$112K	0.12%	75

Other funds holding IWC

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

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

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

AAS

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Syverson Strege & Co's IWC Position: Q2 2023 in Review

Syverson Strege & Co sold out of iShares Micro-Cap ETF (IWC) in Q2 2023, closing a stake of 884 shares — an estimated $92.4K sold.

Syverson Strege & Co first reported a position in IWC in Q4 2020 and held it in 10 quarters. The position peaked at $161K in Q2 2021. 193 funds tracked by Wall St. Rank hold IWC as of Q2 2023.

Syverson Strege & Co reported no remaining iShares Micro-Cap ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 884 iShares Micro-Cap ETF shares in Q2 2023, an estimated $92.4K.
Syverson Strege & Co first reported a position in iShares Micro-Cap ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's iShares Micro-Cap ETF position peaked at $161K in Q2 2021.
193 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.