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

US Financial 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
2016
Q1 		– Sell
-579
Closed -$42K – 548
2015
Q4 		$42K Hold
579
– – 0.04% 156
2015
Q3 		$40K Hold
579
– – 0.07% 128
2015
Q2 		$47K Hold
579
– – 0.04% 106
2015
Q1 		$46K Buy
579
+232
+67% +$17.8K 0.04% 116
2014
Q4 		$27K Buy
+347
New +$25.2K 0.02% 160

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

US Financial Advisors's IWC Position: Q1 2016 in Review

US Financial Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2016, closing a stake of 579 shares — an estimated $42K sold.

US Financial Advisors first reported a position in IWC in Q4 2014 and held it in 5 quarters. The position peaked at $47K in Q2 2015. 125 funds tracked by Wall St. Rank hold IWC as of Q1 2016.

  • US Financial Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 579 iShares Micro-Cap ETF shares in Q1 2016, an estimated $42K.
  • US Financial Advisors first reported a position in iShares Micro-Cap ETF in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's iShares Micro-Cap ETF position peaked at $47K in Q2 2015.
  • 125 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.