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TAP Consulting’s iShares Micro-Cap ETF IWC Stock Holding History

TAP Consulting’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
2024
Q4 		$716K Buy
5,494
+16
+0.3% +$2.08K 0.15% 109
2024
Q3 		$676K Buy
5,478
+19
+0.3% +$2.3K 0.13% 114
2024
Q2 		$622K Buy
5,459
+15
+0.3% +$1.73K 0.13% 120
2024
Q1 		$660K Buy
5,444
+12
+0.2% +$1.38K 0.15% 115
2023
Q4 		$630K Sell
5,432
-427
-7% -$43.3K 0.15% 99
2023
Q3 		$587K Hold
5,859
– – 0.15% 104
2023
Q2 		$640K Sell
5,859
-81
-1% -$8.51K 0.16% 101
2023
Q1 		$621K Sell
5,940
-629
-10% -$70.6K 0.15% 97
2022
Q4 		$708K Sell
6,569
-19
-0.3% -$2.07K 0.19% 87
2022
Q3 		$681K Sell
6,588
-998
-13% -$113K 0.18% 84
2022
Q2 		$789K Sell
7,586
-1,412
-16% -$163K 0.22% 75
2022
Q1 		$1.16M Sell
8,998
-56
-0.6% -$7.19K 0.3% 70
2021
Q4 		$1.26M Sell
9,054
-383
-4% -$55.6K 0.29% 72
2021
Q3 		$1.36M Sell
9,437
-210
-2% -$30.5K 0.37% 68
2021
Q2 		$1.47M Sell
9,647
-923
-9% -$137K 0.41% 64
2021
Q1 		$1.55M Sell
10,570
-1,359
-11% -$194K 0.48% 57
2020
Q4 		$1.42M Sell
11,929
-1,444
-11% -$153K 0.51% 55
2020
Q3 		$1.21M Sell
13,373
-586
-4% -$53.5K 0.48% 56
2020
Q2 		$1.22M Sell
13,959
-3,352
-19% -$262K 0.6% 49
2020
Q1 		$1.16M Sell
17,311
-805
-4% -$71.1K 0.78% 44
2019
Q4 		$1.8M Sell
18,116
-1,426
-7% -$132K 1% 38
2019
Q3 		$1.72M Buy
+19,542
New +$1.76M 1.02% 39
2019
Q1 		$2.34M Buy
+25,221
New +$2.32M 1.77% 17

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

TAP Consulting's IWC Position: Q4 2024 in Review

TAP Consulting increased its iShares Micro-Cap ETF (IWC) stake by 0.29% in Q4 2024, buying an estimated $2.08K and bringing the position to 5,494 shares worth $716K. The position accounts for 0.15% of the portfolio, ranked #109.

TAP Consulting first reported a position in IWC in Q1 2019 and has held it in 23 quarters since. The position peaked at $2.34M in Q1 2019. 238 funds tracked by Wall St. Rank hold IWC as of Q4 2024.

  • TAP Consulting held 5,494 shares of iShares Micro-Cap ETF worth $716K as of Q4 2024.
  • TAP Consulting bought 16 iShares Micro-Cap ETF shares in Q4 2024, an estimated $2.08K.
  • iShares Micro-Cap ETF made up 0.15% of TAP Consulting's portfolio in Q4 2024, its #109 holding.
  • TAP Consulting first reported a position in iShares Micro-Cap ETF in Q1 2019 and has held it in 23 quarters since.
  • TAP Consulting's iShares Micro-Cap ETF position peaked at $2.34M in Q1 2019.
  • 238 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.