WTB
IWC icon

Washington Trust Bank’s iShares Micro-Cap ETF IWC Stock Holding History

Washington Trust Bank’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
2017
Q4 		– Sell
-245
Closed -$23K – 746
2017
Q3 		$23K Buy
+245
New +$21.6K ﹤0.01% 500

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
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
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
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Washington Trust Bank's IWC Position: Q4 2017 in Review

Washington Trust Bank sold out of iShares Micro-Cap ETF (IWC) in Q4 2017, closing a stake of 245 shares — an estimated $23K sold.

Washington Trust Bank first reported a position in IWC in Q3 2017 and held it in 1 quarter. The position peaked at $23K in Q3 2017. 162 funds tracked by Wall St. Rank hold IWC as of Q4 2017.

  • Washington Trust Bank reported no remaining iShares Micro-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Washington Trust Bank sold 245 iShares Micro-Cap ETF shares in Q4 2017, an estimated $23K.
  • Washington Trust Bank first reported a position in iShares Micro-Cap ETF in Q3 2017 and held it in 1 quarter.
  • Washington Trust Bank's iShares Micro-Cap ETF position peaked at $23K in Q3 2017.
  • 162 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2017.

Based on Washington Trust Bank's 13F filing for Q4 2017, filed 3 Jan 2018.