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

Willow Street 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
2013
Q3 		– Sell
-9,141
Closed -$595K – 148
2013
Q2 		$595K Buy
+9,141
New +$546K 0.38% 72

Other funds holding IWC

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Willow Street Advisors's IWC Position: Q3 2013 in Review

Willow Street Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2013, closing a stake of 9,141 shares — an estimated $595K sold.

Willow Street Advisors first reported a position in IWC in Q2 2013 and held it in 1 quarter. The position peaked at $595K in Q2 2013. 117 funds tracked by Wall St. Rank hold IWC as of Q3 2013.

  • Willow Street Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Willow Street Advisors sold 9,141 iShares Micro-Cap ETF shares in Q3 2013, an estimated $595K.
  • Willow Street Advisors first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Willow Street Advisors's iShares Micro-Cap ETF position peaked at $595K in Q2 2013.
  • 117 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2013.

Based on Willow Street Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.