WOSD
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WFA of San Diego’s iShares Micro-Cap ETF IWC Stock Holding History

WFA of San Diego’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
Q3 		– Sell
-120
Closed -$12K – 231
2022
Q2 		$12K Buy
+120
New +$13.8K 0.01% 263

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
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BDF
Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFA of San Diego's IWC Position: Q3 2022 in Review

WFA of San Diego sold out of iShares Micro-Cap ETF (IWC) in Q3 2022, closing a stake of 120 shares — an estimated $12K sold.

WFA of San Diego first reported a position in IWC in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 194 funds tracked by Wall St. Rank hold IWC as of Q3 2022.

  • WFA of San Diego reported no remaining iShares Micro-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • WFA of San Diego sold 120 iShares Micro-Cap ETF shares in Q3 2022, an estimated $12K.
  • WFA of San Diego first reported a position in iShares Micro-Cap ETF in Q2 2022 and held it in 1 quarter.
  • WFA of San Diego's iShares Micro-Cap ETF position peaked at $12K in Q2 2022.
  • 194 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2022.

Based on WFA of San Diego's 13F filing for Q3 2022, filed 18 Oct 2022.