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

TrustCore Financial Services’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
Q2 		– Sell
-7
Closed -$1K – 1087
2022
Q1 		$1K Buy
+7
New +$899 ﹤0.01% 994
2021
Q4 		– Sell
-73
Closed -$11K – 998
2021
Q3 		$11K Hold
73
– – ﹤0.01% 740
2021
Q2 		$11K Hold
73
– – ﹤0.01% 717
2021
Q1 		$11K Hold
73
– – ﹤0.01% 678
2020
Q4 		$9K Hold
73
– – ﹤0.01% 706
2020
Q3 		$7K Hold
73
– – ﹤0.01% 652
2020
Q2 		$6K Hold
73
– – ﹤0.01% 687
2020
Q1 		$5K Buy
+73
New +$6.45K ﹤0.01% 684

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

TrustCore Financial Services's IWC Position: Q2 2022 in Review

TrustCore Financial Services sold out of iShares Micro-Cap ETF (IWC) in Q2 2022, closing a stake of 7 shares — an estimated $1K sold.

TrustCore Financial Services first reported a position in IWC in Q1 2020 and held it in 8 quarters. The position peaked at $11K in Q3 2021. 203 funds tracked by Wall St. Rank hold IWC as of Q2 2022.

  • TrustCore Financial Services reported no remaining iShares Micro-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 7 iShares Micro-Cap ETF shares in Q2 2022, an estimated $1K.
  • TrustCore Financial Services first reported a position in iShares Micro-Cap ETF in Q1 2020 and held it in 8 quarters.
  • TrustCore Financial Services's iShares Micro-Cap ETF position peaked at $11K in Q3 2021.
  • 203 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2022.

Based on TrustCore Financial Services's 13F filing for Q2 2022, filed 26 Jul 2022.