VA
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Valmark Advisers’s iShares Micro-Cap ETF IWC Stock Holding History

Valmark Advisers’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
Q3 		– Sell
-7,277
Closed -$1.11M – 405
2021
Q2 		$1.11M Buy
+7,277
New +$1.08M 0.02% 175

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.07B 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers's IWC Position: Q3 2021 in Review

Valmark Advisers sold out of iShares Micro-Cap ETF (IWC) in Q3 2021, closing a stake of 7,277 shares — an estimated $1.11M sold.

Valmark Advisers first reported a position in IWC in Q2 2021 and held it in 1 quarter. The position peaked at $1.11M in Q2 2021. 204 funds tracked by Wall St. Rank hold IWC as of Q3 2021.

  • Valmark Advisers reported no remaining iShares Micro-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Valmark Advisers sold 7,277 iShares Micro-Cap ETF shares in Q3 2021, an estimated $1.11M.
  • Valmark Advisers first reported a position in iShares Micro-Cap ETF in Q2 2021 and held it in 1 quarter.
  • Valmark Advisers's iShares Micro-Cap ETF position peaked at $1.11M in Q2 2021.
  • 204 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2021.

Based on Valmark Advisers's 13F filing for Q3 2021, filed 9 Nov 2021.