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USCA RIA’s iShares Micro-Cap ETF IWC Stock Holding History

USCA RIA’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
Q2 		$8.93M Buy
58,546
+3,751
+7% +$556K 0.54% 41
2021
Q1 		$8.05M Buy
+54,795
New +$7.83M 0.53% 49

Other funds holding IWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Envestnet Asset Management
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

USCA RIA's IWC Position: Q2 2021 in Review

USCA RIA increased its iShares Micro-Cap ETF (IWC) stake by 6.8% in Q2 2021, buying an estimated $556K and bringing the position to 58,546 shares worth $8.93M. The position accounts for 0.54% of the portfolio, ranked #41.

USCA RIA first reported a position in IWC in Q1 2021 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold IWC as of Q2 2021.

  • USCA RIA held 58,546 shares of iShares Micro-Cap ETF worth $8.93M as of Q2 2021.
  • USCA RIA bought 3,751 iShares Micro-Cap ETF shares in Q2 2021, an estimated $556K.
  • iShares Micro-Cap ETF made up 0.54% of USCA RIA's portfolio in Q2 2021, its #41 holding.
  • USCA RIA first reported a position in iShares Micro-Cap ETF in Q1 2021 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.