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Your Advocates Ltd’s iShares Micro-Cap ETF IWC Stock Holding History

Your Advocates Ltd’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
2024
Q2 		– Sell
-28
Closed -$3.39K – 253
2024
Q1 		$3.39K Sell
28
-186
-87% -$21.4K ﹤0.01% 159
2023
Q4 		$24.8K Buy
214
+35
+20% +$3.55K 0.01% 78
2023
Q3 		$17.9K Buy
+179
New +$19.4K 0.01% 82

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Your Advocates Ltd's IWC Position: Q2 2024 in Review

Your Advocates Ltd sold out of iShares Micro-Cap ETF (IWC) in Q2 2024, closing a stake of 28 shares — an estimated $3.39K sold.

Your Advocates Ltd first reported a position in IWC in Q3 2023 and held it in 3 quarters. The position peaked at $24.8K in Q4 2023. 202 funds tracked by Wall St. Rank hold IWC as of Q2 2024.

  • Your Advocates Ltd reported no remaining iShares Micro-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Your Advocates Ltd sold 28 iShares Micro-Cap ETF shares in Q2 2024, an estimated $3.39K.
  • Your Advocates Ltd first reported a position in iShares Micro-Cap ETF in Q3 2023 and held it in 3 quarters.
  • Your Advocates Ltd's iShares Micro-Cap ETF position peaked at $24.8K in Q4 2023.
  • 202 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2024.

Based on Your Advocates Ltd's 13F filing for Q2 2024, filed 29 Jul 2024.