Evanson Financial LLC Makes New $2.85 Million Investment in iShares Micro-Cap ETF $IWC

Evanson Financial LLC bought a new stake in shares of iShares Micro-Cap ETF (NYSEARCA:IWC) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 14,272 shares of the exchange traded fund’s stock, valued at approximately $2,855,000. Evanson Financial LLC owned approximately 0.19% of iShares Micro-Cap ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Whittier Trust Co. of Nevada Inc. grew its stake in shares of iShares Micro-Cap ETF by 107,932.3% in the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 70,221 shares of the exchange traded fund’s stock worth $11,414,000 after buying an additional 70,156 shares during the last quarter. Whittier Trust Co. bought a new position in iShares Micro-Cap ETF during the 4th quarter valued at approximately $19,589,000. Ocean Park Asset Management LLC purchased a new position in iShares Micro-Cap ETF during the first quarter valued at $453,000. Lido Advisors LLC raised its stake in iShares Micro-Cap ETF by 43.3% during the first quarter. Lido Advisors LLC now owns 8,965 shares of the exchange traded fund’s stock valued at $1,431,000 after buying an additional 2,708 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in iShares Micro-Cap ETF by 744,866.7% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 22,349 shares of the exchange traded fund’s stock worth $3,524,000 after acquiring an additional 22,346 shares in the last quarter.

iShares Micro-Cap ETF Trading Down 0.1%

NYSEARCA IWC opened at $196.47 on Friday. iShares Micro-Cap ETF has a 12 month low of $130.35 and a 12 month high of $203.28. The stock has a market cap of $1.50 billion, a P/E ratio of 15.35 and a beta of 1.10. The stock’s fifty day moving average price is $191.81 and its 200-day moving average price is $178.70.

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.