Truist Financial’s iShares Micro-Cap ETF IWC Stock Holding History

Truist Financial’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
2021 Q1	–	Sell	-3,276	Closed	-$389K	–	2688
2020 Q4	$389K	Hold	3,276	–	–	﹤0.01%	1995
2020 Q3	$296K	Sell	3,276 -340	-9%	-$31K	﹤0.01%	2025
2020 Q2	$316K	Sell	3,616 -34	-0.9%	-$2.66K	﹤0.01%	1916
2020 Q1	$245K	Sell	3,650 -2,000	-35%	-$177K	﹤0.01%	1988
2019 Q4	$562K	Buy	+5,650	New	+$523K	﹤0.01%	1768
2016 Q1	–	Sell	-5,885	Closed	-$424K	–	805
2015 Q4	$424K	Hold	5,885	–	–	0.01%	561
2015 Q3	$410K	Hold	5,885	–	–	0.01%	591
2015 Q2	$480K	Buy	+5,885	New	+$473K	0.01%	544
2015 Q1	–	Sell	-3,260	Closed	-$251K	–	804
2014 Q4	$251K	Sell	3,260 -560	-15%	-$40.7K	0.01%	679
2014 Q3	$266K	Buy	+3,820	New	+$278K	0.01%	649

Other funds holding IWC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truist Financial's IWC Position: Q1 2021 in Review

Truist Financial sold out of iShares Micro-Cap ETF (IWC) in Q1 2021, closing a stake of 3,276 shares — an estimated $389K sold.

Truist Financial first reported a position in IWC in Q3 2014 and held it in 10 quarters. The position peaked at $562K in Q4 2019. 209 funds tracked by Wall St. Rank hold IWC as of Q1 2021.

Truist Financial reported no remaining iShares Micro-Cap ETF position as of Q1 2021 after selling out during the quarter.
Truist Financial sold 3,276 iShares Micro-Cap ETF shares in Q1 2021, an estimated $389K.
Truist Financial first reported a position in iShares Micro-Cap ETF in Q3 2014 and held it in 10 quarters.
Truist Financial's iShares Micro-Cap ETF position peaked at $562K in Q4 2019.
209 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2021.

Based on Truist Financial's 13F filing for Q1 2021, filed 17 May 2021.