Simplicity Wealth LLC Makes New Investment in iShares Micro-Cap ETF $IWC

Simplicity Wealth LLC acquired a new stake in iShares Micro-Cap ETF (NYSEARCA:IWC) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 5,669 shares of the exchange traded fund’s stock, valued at approximately $905,000. Simplicity Wealth LLC owned approximately 0.07% of iShares Micro-Cap ETF at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of IWC. AQR Capital Management LLC grew its stake in shares of iShares Micro-Cap ETF by 3.2% during the first quarter. AQR Capital Management LLC now owns 5,607 shares of the exchange traded fund’s stock valued at $622,000 after purchasing an additional 176 shares during the last quarter. Goldman Sachs Group Inc. raised its position in iShares Micro-Cap ETF by 37.2% in 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 during the last quarter. Jane Street Group LLC acquired a new position in iShares Micro-Cap ETF during the 1st quarter worth $2,441,000. Focus Partners Wealth lifted its holdings in iShares Micro-Cap ETF by 6.7% during the 1st quarter. Focus Partners Wealth now owns 5,036 shares of the exchange traded fund’s stock worth $559,000 after buying an additional 318 shares in the last quarter. Finally, Cerity Partners LLC bought a new position in iShares Micro-Cap ETF in the 2nd quarter valued at $207,000.

iShares Micro-Cap ETF Stock Performance

Shares of IWC opened at $195.48 on Monday. The business’s fifty day moving average price is $189.48 and its two-hundred day moving average price is $174.94. The firm has a market capitalization of $1.49 billion, a price-to-earnings ratio of 15.35 and a beta of 1.09. iShares Micro-Cap ETF has a 52 week low of $126.19 and a 52 week high of $203.28.

iShares Micro-Cap ETF Company 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.