U.S. Capital Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-1,615	Closed	-$226K	–	728
2021 Q4	$226K	Sell	1,615 -32	-2%	-$4.64K	0.01%	662
2021 Q3	$238K	Buy	+1,647	New	+$239K	0.01%	658

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

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

OCM

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

AAS

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

U.S. Capital Wealth Advisors's IWC Position: Q1 2022 in Review

U.S. Capital Wealth Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2022, closing a stake of 1,615 shares — an estimated $226K sold.

U.S. Capital Wealth Advisors first reported a position in IWC in Q3 2021 and held it in 2 quarters. The position peaked at $238K in Q3 2021. 222 funds tracked by Wall St. Rank hold IWC as of Q1 2022.

U.S. Capital Wealth Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,615 iShares Micro-Cap ETF shares in Q1 2022, an estimated $226K.
U.S. Capital Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q3 2021 and held it in 2 quarters.
U.S. Capital Wealth Advisors's iShares Micro-Cap ETF position peaked at $238K in Q3 2021.
222 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.