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Tempus Wealth Planning’s iShares Micro-Cap ETF IWC Stock Holding History

Tempus Wealth Planning’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
Q1 		– Sell
-2,182
Closed -$253K – 202
2023
Q4 		$253K Buy
+2,182
New +$221K 0.11% 163
2023
Q3 		– Sell
-2,347
Closed -$257K – 179
2023
Q2 		$257K Buy
+2,347
New +$247K 0.12% 152

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tempus Wealth Planning's IWC Position: Q1 2024 in Review

Tempus Wealth Planning sold out of iShares Micro-Cap ETF (IWC) in Q1 2024, closing a stake of 2,182 shares — an estimated $253K sold.

Tempus Wealth Planning first reported a position in IWC in Q2 2023 and held it in 2 quarters. The position peaked at $257K in Q2 2023. 209 funds tracked by Wall St. Rank hold IWC as of Q1 2024.

  • Tempus Wealth Planning reported no remaining iShares Micro-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 2,182 iShares Micro-Cap ETF shares in Q1 2024, an estimated $253K.
  • Tempus Wealth Planning first reported a position in iShares Micro-Cap ETF in Q2 2023 and held it in 2 quarters.
  • Tempus Wealth Planning's iShares Micro-Cap ETF position peaked at $257K in Q2 2023.
  • 209 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.