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

Wipfli Financial 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
2022 Q3	$9K	Buy	+88	New	+$10K	﹤0.01%	1879

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

Wipfli Financial Advisors's IWC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Micro-Cap ETF (IWC) in Q3 2022: 88 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1879 among its holdings.

194 funds tracked by Wall St. Rank hold IWC as of Q3 2022.

Wipfli Financial Advisors held 88 shares of iShares Micro-Cap ETF worth $9K as of Q3 2022.
iShares Micro-Cap ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Micro-Cap ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1879 holding.
194 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.