WFG Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

WFG Advisors’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	$15K	Hold	169	–	–	﹤0.01%	1025
2017 Q1	$14K	Buy	169 +1	+0.6%	+$85	﹤0.01%	984
2016 Q4	$14K	Hold	168	–	–	﹤0.01%	1024
2016 Q3	$13K	Buy	168 +1	+0.6%	+$75	﹤0.01%	1050
2016 Q2	$12K	Hold	167	–	–	﹤0.01%	1042
2016 Q1	$11K	Hold	167	–	–	﹤0.01%	1028
2015 Q4	$12K	Sell	167 -272	-62%	-$20.1K	﹤0.01%	1032
2015 Q3	$31K	Buy	439 +1	+0.2%	+$76	0.01%	769
2015 Q2	$36K	Hold	438	–	–	0.01%	814
2015 Q1	$35K	Buy	438 +2	+0.5%	+$154	0.01%	819
2014 Q4	$34K	Sell	436 -4	-0.9%	-$291	0.01%	1032
2014 Q3	$31K	Buy	440 +3	+0.7%	+$218	0.01%	1104
2014 Q2	$33K	Buy	437 +270	+162%	+$19.8K	0.01%	1065
2014 Q1	$13K	Sell	167 -4	-2%	-$307	﹤0.01%	1395
2013 Q4	$13K	Buy	171 +5	+3%	+$355	﹤0.01%	1498
2013 Q3	$11K	Buy	166 +6	+4%	+$396	﹤0.01%	1486
2013 Q2	$10K	Buy	+160	New	+$9.56K	﹤0.01%	1446

Other funds holding IWC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

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

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

WFG Advisors's IWC Position: Q2 2017 in Review

WFG Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q2 2017 at 169 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

WFG Advisors first reported a position in IWC in Q2 2013 and has held it in 17 quarters since. The position peaked at $36K in Q2 2015. 144 funds tracked by Wall St. Rank hold IWC as of Q2 2017.

WFG Advisors held 169 shares of iShares Micro-Cap ETF worth $15K as of Q2 2017.
WFG Advisors left its iShares Micro-Cap ETF share count unchanged in Q2 2017.
iShares Micro-Cap ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1025 holding.
WFG Advisors first reported a position in iShares Micro-Cap ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares Micro-Cap ETF position peaked at $36K in Q2 2015.
144 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.