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TD Ameritrade Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-48,748
Closed -$5.33M – 249
2023
Q2 		$5.33M Buy
48,748
+151
+0.3% +$15.9K 0.06% 78
2023
Q1 		$5.08M Sell
48,597
-309
-0.6% -$34.7K 0.05% 80
2022
Q4 		$5.27M Sell
48,906
-1,463
-3% -$159K 0.05% 81
2022
Q3 		$5.21M Sell
50,369
-2,161
-4% -$245K 0.05% 80
2022
Q2 		$5.46M Buy
52,530
+1,691
+3% +$195K 0.05% 80
2022
Q1 		$6.55M Buy
50,839
+4,433
+10% +$569K 0.05% 82
2021
Q4 		$6.48M Sell
46,406
-18,468
-28% -$2.68M 0.05% 81
2021
Q3 		$5.87M Buy
64,874
+19,150
+42% +$2.78M 0.05% 78
2021
Q2 		$6.98M Sell
45,724
-10,165
-18% -$1.51M 0.05% 77
2021
Q1 		$6.63M Hold
55,889
– – 0.05% 77
2020
Q4 		$6.63M Sell
55,889
-8,985
-14% -$950K 0.05% 77
2020
Q3 		$5.87M Sell
64,874
-4,108
-6% -$375K 0.05% 78
2020
Q2 		$6.02M Sell
68,982
-4,206
-6% -$329K 0.05% 81
2020
Q1 		$4.91M Buy
73,188
+9,770
+15% +$863K 0.05% 80
2019
Q4 		$6.31M Buy
63,418
+873
+1% +$80.7K 0.05% 79
2019
Q3 		$5.51M Buy
62,545
+286
+0.5% +$25.7K 0.04% 79
2019
Q2 		$5.8M Sell
62,259
-2,483
-4% -$230K 0.05% 78
2019
Q1 		$6M Buy
64,742
+3,094
+5% +$285K 0.05% 78
2018
Q4 		$5.08M Sell
61,648
-3,195
-5% -$297K 0.05% 73
2018
Q3 		$6.89M Sell
64,843
-660
-1% -$70.7K 0.06% 64
2018
Q2 		$6.92M Buy
65,503
+2,176
+3% +$222K 0.06% 59
2018
Q1 		$6.08M Buy
63,327
+2,314
+4% +$225K 0.07% 49
2017
Q4 		$5.84M Sell
61,013
-1,172
-2% -$111K 0.07% 46
2017
Q3 		$5.87M Buy
62,185
+3,742
+6% +$330K 0.07% 44
2017
Q2 		$5.2M Sell
58,443
-599
-1% -$51.6K 0.07% 42
2017
Q1 		$5.06M Buy
59,042
+5,945
+11% +$505K 0.07% 48
2016
Q4 		$4.56M Sell
53,097
-6,465
-11% -$519K 0.08% 48
2016
Q3 		$4.65M Sell
59,562
-2,535
-4% -$190K 0.08% 47
2016
Q2 		$4.39M Sell
62,097
-74,199
-54% -$5.18M 0.08% 43
2016
Q1 		$9.26M Buy
136,296
+6,325
+5% +$408K 0.18% 41
2015
Q4 		$9.37M Buy
129,971
+4,793
+4% +$353K 0.19% 38
2015
Q3 		$8.73M Buy
125,178
+3,900
+3% +$297K 0.19% 37
2015
Q2 		$9.89M Buy
121,278
+3,355
+3% +$270K 0.2% 42
2015
Q1 		$9.32M Buy
117,923
+7,163
+6% +$551K 0.2% 42
2014
Q4 		$8.53M Buy
110,760
+1,719
+2% +$125K 0.2% 42
2014
Q3 		$7.58M Buy
109,041
+11,019
+11% +$801K 0.18% 44
2014
Q2 		$7.46M Buy
98,022
+64,113
+189% +$4.7M 0.19% 44
2014
Q1 		$2.62M Buy
33,909
+8,947
+36% +$687K 0.07% 48
2013
Q4 		$1.88M Buy
24,962
+6,457
+35% +$459K 0.06% 52
2013
Q3 		$1.27M Buy
18,505
+4,723
+34% +$312K 0.04% 58
2013
Q2 		$851K Buy
+13,782
New +$823K 0.03% 61

Other funds holding IWC

1832 Asset Management
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AA
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
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

TD Ameritrade Investment Management's IWC Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Micro-Cap ETF (IWC) in Q3 2023, closing a stake of 48,748 shares — an estimated $5.33M sold.

TD Ameritrade Investment Management first reported a position in IWC in Q2 2013 and held it in 41 quarters. The position peaked at $9.89M in Q2 2015. 190 funds tracked by Wall St. Rank hold IWC as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Micro-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 48,748 iShares Micro-Cap ETF shares in Q3 2023, an estimated $5.33M.
  • TD Ameritrade Investment Management first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 41 quarters.
  • TD Ameritrade Investment Management's iShares Micro-Cap ETF position peaked at $9.89M in Q2 2015.
  • 190 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.