Taylor Hoffman Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Taylor Hoffman Wealth Management’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
2020 Q3	–	Sell	-80	Closed	-$7K	–	239
2020 Q2	$7K	Buy	+80	New	+$6.25K	﹤0.01%	309
2020 Q1	–	Sell	-20	Closed	-$2K	–	243
2019 Q4	$2K	Hold	20	–	–	﹤0.01%	399
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	398
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	389
2019 Q1	$2K	Sell	20 -539	-96%	-$49.7K	﹤0.01%	396
2018 Q4	$46K	Sell	559 -29	-5%	-$2.69K	0.04%	186
2018 Q3	$63K	Sell	588 -199	-25%	-$21.3K	0.05%	164
2018 Q2	$83K	Hold	787	–	–	0.07%	139
2018 Q1	$76K	Buy	787 +18	+2%	+$1.75K	0.07%	151
2017 Q4	$74K	Buy	+769	New	+$72.9K	0.07%	148

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 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

AAS

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

OCM

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

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

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Taylor Hoffman Wealth Management's IWC Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q3 2020, closing a stake of 80 shares — an estimated $7K sold.

Taylor Hoffman Wealth Management first reported a position in IWC in Q4 2017 and held it in 10 quarters. The position peaked at $83K in Q2 2018. 157 funds tracked by Wall St. Rank hold IWC as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 80 iShares Micro-Cap ETF shares in Q3 2020, an estimated $7K.
Taylor Hoffman Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's iShares Micro-Cap ETF position peaked at $83K in Q2 2018.
157 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.