VCP
IWC icon

Verus Capital Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Verus Capital Partners’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
Q1 		$4K Hold
62
– – ﹤0.01% 1229
2019
Q4 		$6K Buy
+62
New +$5.73K ﹤0.01% 1263

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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Verus Capital Partners's IWC Position: Q1 2020 in Review

Verus Capital Partners held its iShares Micro-Cap ETF (IWC) position steady in Q1 2020 at 62 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Verus Capital Partners first reported a position in IWC in Q4 2019 and has held it in 2 quarters since. The position peaked at $6K in Q4 2019. 163 funds tracked by Wall St. Rank hold IWC as of Q1 2020.

  • Verus Capital Partners held 62 shares of iShares Micro-Cap ETF worth $4K as of Q1 2020.
  • Verus Capital Partners left its iShares Micro-Cap ETF share count unchanged in Q1 2020.
  • iShares Micro-Cap ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1229 holding.
  • Verus Capital Partners first reported a position in iShares Micro-Cap ETF in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's iShares Micro-Cap ETF position peaked at $6K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.