Action Point Financial Planning’s iShares Micro-Cap ETF IWC Stock Holding History

Action Point Financial Planning’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
2026 Q2	$21.2K	Buy	+106	New	+$19.4K	﹤0.01%	1101

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Action Point Financial Planning's IWC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 106 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings.

272 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Action Point Financial Planning held 106 shares of iShares Micro-Cap ETF worth $21.2K as of Q2 2026.
iShares Micro-Cap ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1101 holding.
272 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.