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

WealthPLAN 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
2017
Q2 		– Sell
-46
Closed -$3.82K – 302
2017
Q1 		$3.82K Buy
+46
New +$3.91K 0.01% 370
2016
Q3 		$14.7K Sell
189
-189
-50% -$14.2K ﹤0.01% 539
2016
Q2 		$13.4K Buy
+378
New +$26.4K ﹤0.01% 1615

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

WealthPLAN Partners's IWC Position: Q2 2017 in Review

WealthPLAN Partners sold out of iShares Micro-Cap ETF (IWC) in Q2 2017, closing a stake of 46 shares — an estimated $3.82K sold.

WealthPLAN Partners first reported a position in IWC in Q2 2016 and held it in 3 quarters. The position peaked at $14.7K in Q3 2016. 145 funds tracked by Wall St. Rank hold IWC as of Q2 2017.

  • WealthPLAN Partners reported no remaining iShares Micro-Cap ETF position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 46 iShares Micro-Cap ETF shares in Q2 2017, an estimated $3.82K.
  • WealthPLAN Partners first reported a position in iShares Micro-Cap ETF in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's iShares Micro-Cap ETF position peaked at $14.7K in Q3 2016.
  • 145 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.