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TCV Trust & Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

TCV Trust & 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
Q2 		– Sell
-1,710
Closed -$220K – 201
2022
Q1 		$220K Buy
1,710
+250
+17% +$32.1K 0.02% 193
2021
Q4 		$204K Hold
1,460
– – 0.02% 205
2021
Q3 		$210K Buy
1,460
+30
+2% +$4.36K 0.02% 188
2021
Q2 		$218K Sell
1,430
-50
-3% -$7.41K 0.02% 177
2021
Q1 		$217K Buy
+1,480
New +$211K 0.03% 175

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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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 $768M AUM 16.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

TCV Trust & Wealth Management's IWC Position: Q2 2022 in Review

TCV Trust & Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 1,710 shares — an estimated $220K sold.

TCV Trust & Wealth Management first reported a position in IWC in Q1 2021 and held it in 5 quarters. The position peaked at $220K in Q1 2022. 203 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • TCV Trust & Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 1,710 iShares Micro-Cap ETF shares in Q2 2022, an estimated $220K.
  • TCV Trust & Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2021 and held it in 5 quarters.
  • TCV Trust & Wealth Management's iShares Micro-Cap ETF position peaked at $220K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.