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

Transform Wealth’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
2019
Q3 		– Sell
-4,229
Closed -$394K – 228
2019
Q2 		$394K Buy
+4,229
New +$392K 0.06% 187

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transform Wealth's IWC Position: Q3 2019 in Review

Transform Wealth sold out of iShares Micro-Cap ETF (IWC) in Q3 2019, closing a stake of 4,229 shares — an estimated $394K sold.

Transform Wealth first reported a position in IWC in Q2 2019 and held it in 1 quarter. The position peaked at $394K in Q2 2019. 170 funds tracked by Wall St. Rank hold IWC as of Q3 2019.

  • Transform Wealth reported no remaining iShares Micro-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Transform Wealth sold 4,229 iShares Micro-Cap ETF shares in Q3 2019, an estimated $394K.
  • Transform Wealth first reported a position in iShares Micro-Cap ETF in Q2 2019 and held it in 1 quarter.
  • Transform Wealth's iShares Micro-Cap ETF position peaked at $394K in Q2 2019.
  • 170 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2019.

Based on Transform Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.