Advisory Services Network’s iShares Micro-Cap ETF IWC Stock Holding History

Advisory Services Network’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	–	Sell	-543	Closed	-$86.7K	–	3448
2026 Q1	$86.7K	Buy	+543	New	+$90.1K	﹤0.01%	2295
2025 Q4	–	Sell	-1,074	Closed	-$160K	–	3083
2025 Q3	$160K	Buy	+1,074	New	+$149K	﹤0.01%	1801
2025 Q1	–	Sell	-1,548	Closed	-$202K	–	1681
2024 Q4	$202K	Sell	1,548 -1,739	-53%	-$226K	﹤0.01%	1486
2024 Q3	$375K	Hold	3,287	–	–	0.01%	1111
2024 Q2	$375K	Sell	3,287 -425	-11%	-$49K	0.01%	1111
2024 Q1	$450K	Buy	3,712 +3,637	+4,849%	+$418K	0.01%	1000
2023 Q4	$8.7K	Buy	+75	New	+$7.61K	﹤0.01%	2920
2023 Q2	–	Sell	-89	Closed	-$9.29K	–	2552
2023 Q1	$9.29K	Hold	89	–	–	﹤0.01%	2907
2022 Q4	$9.58K	Buy	+89	New	+$9.69K	﹤0.01%	2881
2021 Q3	–	Sell	-132	Closed	-$20K	–	2347
2021 Q2	$20K	Buy	+132	New	+$19.6K	﹤0.01%	2500
2021 Q1	–	Sell	-38	Closed	-$4K	–	2158
2020 Q4	$4K	Hold	38	–	–	﹤0.01%	2794
2020 Q3	$3K	Buy	+38	New	+$3.47K	﹤0.01%	2964
2020 Q2	–	Sell	-1,537	Closed	-$103K	–	1907
2020 Q1	$103K	Sell	1,537 -111	-7%	-$9.8K	0.01%	1061
2019 Q4	$164K	Sell	1,648 -583	-26%	-$53.9K	0.01%	965
2019 Q3	$208K	Hold	2,231	–	–	0.01%	814
2019 Q2	$208K	Sell	2,231 -343	-13%	-$31.8K	0.01%	812
2019 Q1	$239K	Sell	2,574 -877	-25%	-$80.8K	0.02%	737
2018 Q4	$285K	Sell	3,451 -10,514	-75%	-$977K	0.02%	604
2018 Q3	$1.49M	Buy	13,965 +8,867	+174%	+$950K	0.11%	253
2018 Q2	$547K	Buy	5,098 +4,438	+672%	+$453K	0.04%	483
2018 Q1	$63K	Buy	660 +2	+0.3%	+$195	0.01%	1220
2017 Q4	$63K	Buy	658 +2	+0.3%	+$190	0.01%	1171
2017 Q3	$62K	Buy	656 +200	+44%	+$17.6K	0.01%	1021
2017 Q2	$41K	Sell	456 -42	-8%	-$3.62K	0.01%	1108
2017 Q1	$43K	Buy	+498	New	+$42.3K	0.01%	1033
2016 Q3	$20K	Hold	250	–	–	﹤0.01%	1118
2016 Q2	$18K	Hold	250	–	–	﹤0.01%	1048
2016 Q1	$17K	Hold	250	–	–	﹤0.01%	941
2015 Q4	$18K	Sell	250 -10,512	-98%	-$775K	0.01%	813
2015 Q3	$751K	Buy	10,762 +615	+6%	+$46.9K	0.23%	94
2015 Q2	$827K	Buy	10,147 +4,110	+68%	+$330K	0.24%	90
2015 Q1	$481K	Buy	6,037 +1,015	+20%	+$78.1K	0.13%	172
2014 Q4	$374K	Buy	+5,022	New	+$365K	0.12%	181
2014 Q1	–	Sell	-2,248	Closed	-$169K	–	505
2013 Q4	$169K	Buy	+2,248	New	+$160K	0.08%	191

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

Advisory Services Network's IWC Position: Q2 2026 in Review

Advisory Services Network sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 543 shares — an estimated $86.7K sold.

Advisory Services Network first reported a position in IWC in Q4 2013 and held it in 34 quarters. The position peaked at $1.49M in Q3 2018. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Advisory Services Network reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 543 iShares Micro-Cap ETF shares in Q2 2026, an estimated $86.7K.
Advisory Services Network first reported a position in iShares Micro-Cap ETF in Q4 2013 and held it in 34 quarters.
Advisory Services Network's iShares Micro-Cap ETF position peaked at $1.49M in Q3 2018.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.