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

Valeo 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
2020
Q3 		– Sell
-7
Closed -$1K – 1865
2020
Q2 		$1K Hold
7
– – ﹤0.01% 1902
2020
Q1 		$0 Hold
7
– – ﹤0.01% 1850
2019
Q4 		$1K Hold
7
– – ﹤0.01% 1542
2019
Q3 		$1K Hold
7
– – ﹤0.01% 1456
2019
Q2 		$1K Buy
+7
New +$649 ﹤0.01% 1471

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valeo Financial Advisors's IWC Position: Q3 2020 in Review

Valeo Financial Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2020, closing a stake of 7 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in IWC in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 157 funds tracked by Wall St. Rank hold IWC as of Q3 2020.

  • Valeo Financial Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 7 iShares Micro-Cap ETF shares in Q3 2020, an estimated $1K.
  • Valeo Financial Advisors first reported a position in iShares Micro-Cap ETF in Q2 2019 and held it in 5 quarters.
  • Valeo Financial Advisors's iShares Micro-Cap ETF position peaked at $1K in Q2 2020.
  • 157 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.