iShares Micro-Cap ETF (NYSEARCA:IWC) Shares Acquired by Davies Financial Advisors Inc.

Davies Financial Advisors Inc. lifted its holdings in shares of iShares Micro-Cap ETF (NYSEARCA:IWC) by 74.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 8,441 shares of the exchange traded fund’s stock after acquiring an additional 3,596 shares during the period. iShares Micro-Cap ETF accounts for approximately 0.9% of Davies Financial Advisors Inc.’s investment portfolio, making the stock its 24th biggest holding. Davies Financial Advisors Inc.’s holdings in iShares Micro-Cap ETF were worth $1,101,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Bristlecone Advisors LLC purchased a new stake in iShares Micro-Cap ETF in the third quarter valued at $46,000. Aptus Capital Advisors LLC grew its holdings in shares of iShares Micro-Cap ETF by 139.5% during the third quarter. Aptus Capital Advisors LLC now owns 412 shares of the exchange traded fund’s stock worth $51,000 after purchasing an additional 240 shares during the last quarter. EP Wealth Advisors LLC acquired a new stake in shares of iShares Micro-Cap ETF during the third quarter worth about $105,000. Joel Isaacson & Co. LLC purchased a new stake in shares of iShares Micro-Cap ETF in the 3rd quarter valued at about $211,000. Finally, Tilson Financial Group Inc. acquired a new stake in shares of iShares Micro-Cap ETF in the 3rd quarter valued at about $212,000.

iShares Micro-Cap ETF Stock Up 0.1 %

NYSEARCA:IWC opened at $129.22 on Tuesday. The company has a market capitalization of $949.77 million, a PE ratio of 10.47 and a beta of 1.21. iShares Micro-Cap ETF has a 52-week low of $107.92 and a 52-week high of $139.98. The stock’s 50 day moving average price is $132.52 and its 200 day moving average price is $126.24.

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.