Thrivent Financial for Lutherans
IWC icon

Thrivent Financial for Lutherans’s iShares Micro-Cap ETF IWC Stock Holding History

Thrivent Financial for Lutherans’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
Q3 		– Sell
-1,928
Closed -$200K – 2442
2022
Q2 		$200K Sell
1,928
-28
-1% -$3.22K ﹤0.01% 2356
2022
Q1 		$252K Sell
1,956
-181
-8% -$23.3K ﹤0.01% 2389
2021
Q4 		$326K Buy
2,137
+19
+0.9% +$2.76K ﹤0.01% 2306
2021
Q3 		$306K Sell
2,118
-19
-0.9% -$2.76K ﹤0.01% 2322
2021
Q2 		$326K Sell
2,137
-828
-28% -$123K ﹤0.01% 2302
2021
Q1 		$436K Buy
+2,965
New +$424K ﹤0.01% 2267

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
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
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
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thrivent Financial for Lutherans's IWC Position: Q3 2022 in Review

Thrivent Financial for Lutherans sold out of iShares Micro-Cap ETF (IWC) in Q3 2022, closing a stake of 1,928 shares — an estimated $200K sold.

Thrivent Financial for Lutherans first reported a position in IWC in Q1 2021 and held it in 6 quarters. The position peaked at $436K in Q1 2021. 194 funds tracked by Wall St. Rank hold IWC as of Q3 2022.

  • Thrivent Financial for Lutherans reported no remaining iShares Micro-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 1,928 iShares Micro-Cap ETF shares in Q3 2022, an estimated $200K.
  • Thrivent Financial for Lutherans first reported a position in iShares Micro-Cap ETF in Q1 2021 and held it in 6 quarters.
  • Thrivent Financial for Lutherans's iShares Micro-Cap ETF position peaked at $436K in Q1 2021.
  • 194 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2022.

Based on Thrivent Financial for Lutherans's 13F filing for Q3 2022, filed 14 Nov 2022.