Advisornet Financial’s iShares Micro-Cap ETF IWC Stock Holding History

Advisornet Financial’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 Q1	$2.71K	Hold	17	–	–	﹤0.01%	1862
2025 Q4	$2.68K	Hold	17	–	–	﹤0.01%	1856
2025 Q3	$2.54K	Hold	17	–	–	﹤0.01%	1819
2025 Q2	$2.17K	Hold	17	–	–	﹤0.01%	1823
2025 Q1	$1.89K	Hold	17	–	–	﹤0.01%	1797
2024 Q4	$2.22K	Hold	17	–	–	﹤0.01%	1605
2024 Q3	$2.1K	Hold	17	–	–	﹤0.01%	1743
2024 Q2	$1.94K	Hold	17	–	–	﹤0.01%	1645
2024 Q1	$2.06K	Sell	17 -197	-92%	-$22.7K	﹤0.01%	1595
2023 Q4	$24.8K	Hold	214	–	–	﹤0.01%	1019
2023 Q3	$21.4K	Hold	214	–	–	﹤0.01%	1011
2023 Q2	$23.4K	Hold	214	–	–	﹤0.01%	1027
2023 Q1	$22.4K	Hold	214	–	–	﹤0.01%	1037
2022 Q4	$23.1K	Hold	214	–	–	﹤0.01%	1013
2022 Q3	$22K	Hold	214	–	–	﹤0.01%	1072
2022 Q2	$22K	Hold	214	–	–	﹤0.01%	1096
2022 Q1	$28K	Hold	214	–	–	﹤0.01%	1146
2021 Q4	$30K	Hold	214	–	–	﹤0.01%	1172
2021 Q3	$31K	Buy	+214	New	+$31.1K	﹤0.01%	1134
2020 Q3	–	Sell	-51	Closed	-$4K	–	1805
2020 Q2	$4K	Hold	51	–	–	﹤0.01%	1488
2020 Q1	$3K	Hold	51	–	–	﹤0.01%	1520
2019 Q4	$5K	Buy	51 +1	+2%	+$92	﹤0.01%	1541
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	1595
2019 Q2	$5K	Hold	50	–	–	﹤0.01%	1390
2019 Q1	$5K	Hold	50	–	–	﹤0.01%	1322
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	1270
2018 Q3	$5K	Hold	50	–	–	﹤0.01%	1279
2018 Q2	$5K	Hold	50	–	–	﹤0.01%	1282
2018 Q1	$5K	Buy	+50	New	+$4.87K	﹤0.01%	1216

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

EWM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Advisornet Financial's IWC Position: Q1 2026 in Review

Advisornet Financial held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 17 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Advisornet Financial first reported a position in IWC in Q1 2018 and has held it in 29 quarters since. The position peaked at $31K in Q3 2021. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Advisornet Financial held 17 shares of iShares Micro-Cap ETF worth $2.71K as of Q1 2026.
Advisornet Financial left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1862 holding.
Advisornet Financial first reported a position in iShares Micro-Cap ETF in Q1 2018 and has held it in 29 quarters since.
Advisornet Financial's iShares Micro-Cap ETF position peaked at $31K in Q3 2021.
265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.