Goldstone Financial Group LLC Acquires New Holdings in iShares Micro-Cap ETF $IWC

Goldstone Financial Group LLC bought a new position in shares of iShares Micro-Cap ETF (NYSEARCA:IWC) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,289 shares of the exchange traded fund’s stock, valued at approximately $639,000. Goldstone Financial Group LLC owned approximately 0.06% of iShares Micro-Cap ETF as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the stock. Northwestern Mutual Wealth Management Co. acquired a new position in shares of iShares Micro-Cap ETF in the first quarter valued at approximately $46,000. MAI Capital Management lifted its position in iShares Micro-Cap ETF by 24.6% in the 1st quarter. MAI Capital Management now owns 471 shares of the exchange traded fund’s stock valued at $52,000 after acquiring an additional 93 shares in the last quarter. Focus Partners Advisor Solutions LLC boosted its stake in iShares Micro-Cap ETF by 17.5% in the 1st quarter. Focus Partners Advisor Solutions LLC now owns 4,671 shares of the exchange traded fund’s stock worth $518,000 after purchasing an additional 694 shares during the period. AQR Capital Management LLC boosted its stake in iShares Micro-Cap ETF by 3.2% in the 1st quarter. AQR Capital Management LLC now owns 5,607 shares of the exchange traded fund’s stock worth $622,000 after purchasing an additional 176 shares during the period. Finally, Goldman Sachs Group Inc. increased its holdings in iShares Micro-Cap ETF by 37.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 19,016 shares of the exchange traded fund’s stock worth $2,109,000 after purchasing an additional 5,152 shares in the last quarter.

iShares Micro-Cap ETF Price Performance

IWC opened at $159.61 on Tuesday. The company has a market capitalization of $1.05 billion, a price-to-earnings ratio of 15.35 and a beta of 1.11. The business’s 50-day moving average price is $156.05 and its two-hundred day moving average price is $145.15. iShares Micro-Cap ETF has a 1 year low of $95.25 and a 1 year high of $166.98.

iShares Micro-Cap ETF Profile

iShares Micro-Cap ETF, formerly iShares Russell Microcap Index Fund, is an exchange traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell Microcap Index (the Index). The Index measures the microcap sector of the United States equity market. The Index is a float-adjusted capitalization-weighted index and includes equity securities issued by issuers with total market capitalizations ranging from approximately $50 million to $550 million, though these amounts may change from time to time.