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

Taylor & Morgan 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
2022
Q1 		– Sell
-30,842
Closed -$4.31M – 67
2021
Q4 		$4.31M Buy
+30,842
New +$4.47M 3.49% 7

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
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
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Taylor & Morgan Wealth Management's IWC Position: Q1 2022 in Review

Taylor & Morgan Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2022, closing a stake of 30,842 shares — an estimated $4.31M sold.

Taylor & Morgan Wealth Management first reported a position in IWC in Q4 2021 and held it in 1 quarter. The position peaked at $4.31M in Q4 2021. 222 funds tracked by Wall St. Rank hold IWC as of Q1 2022.

  • Taylor & Morgan Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Taylor & Morgan Wealth Management sold 30,842 iShares Micro-Cap ETF shares in Q1 2022, an estimated $4.31M.
  • Taylor & Morgan Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Taylor & Morgan Wealth Management's iShares Micro-Cap ETF position peaked at $4.31M in Q4 2021.
  • 222 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2022.

Based on Taylor & Morgan Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.