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Wagner Wealth Management (South Carolina)’s iShares Micro-Cap ETF IWC Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q1 		– Sell
-30
Closed -$4K – 435
2021
Q4 		$4K Hold
30
– – ﹤0.01% 589
2021
Q3 		$4K Sell
30
-160
-84% -$23.2K ﹤0.01% 558
2021
Q2 		$29K Sell
190
-600
-76% -$88.9K 0.02% 334
2021
Q1 		$116K Buy
+790
New +$113K 0.09% 155

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 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
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IWC Position: Q1 2022 in Review

Wagner Wealth Management (South Carolina) sold out of iShares Micro-Cap ETF (IWC) in Q1 2022, closing a stake of 30 shares — an estimated $4K sold.

Wagner Wealth Management (South Carolina) first reported a position in IWC in Q1 2021 and held it in 4 quarters. The position peaked at $116K in Q1 2021. 222 funds tracked by Wall St. Rank hold IWC as of Q1 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining iShares Micro-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 30 iShares Micro-Cap ETF shares in Q1 2022, an estimated $4K.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares Micro-Cap ETF in Q1 2021 and held it in 4 quarters.
  • Wagner Wealth Management (South Carolina)'s iShares Micro-Cap ETF position peaked at $116K in Q1 2021.
  • 222 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.