AE Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

AE Wealth Management’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	$37.2K	Buy	186 +40	+27%	+$7.32K	﹤0.01%	2147
2026 Q1	$23.3K	Buy	146 +145	+14,500%	+$24.1K	﹤0.01%	2120
2025 Q4	$158	Buy	+1	New	+$156	﹤0.01%	2432
2025 Q2	–	Sell	-315	Closed	-$34.9K	–	2215
2025 Q1	$34.9K	Buy	+315	New	+$39.3K	﹤0.01%	1635
2020 Q1	–	Sell	-5,149	Closed	-$512K	–	1203
2019 Q4	$512K	Sell	5,149 -2,073	-29%	-$192K	0.01%	730
2019 Q3	$637K	Buy	7,222 +121	+2%	+$10.9K	0.02%	560
2019 Q2	$662K	Buy	+7,101	New	+$658K	0.02%	513
2018 Q3	–	Sell	-3,549	Closed	-$375K	–	617
2018 Q2	$375K	Sell	3,549 -1,253	-26%	-$128K	0.03%	298
2018 Q1	$461K	Buy	4,802 +1,255	+35%	+$122K	0.04%	263
2017 Q4	$339K	Buy	+3,547	New	+$336K	0.03%	293

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

AE Wealth Management's IWC Position: Q2 2026 in Review

AE Wealth Management increased its iShares Micro-Cap ETF (IWC) stake by 27% in Q2 2026, buying an estimated $7.32K and bringing the position to 186 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

AE Wealth Management first reported a position in IWC in Q4 2017 and has held it in 10 quarters since. The position peaked at $662K in Q2 2019. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

AE Wealth Management held 186 shares of iShares Micro-Cap ETF worth $37.2K as of Q2 2026.
AE Wealth Management bought 40 iShares Micro-Cap ETF shares in Q2 2026, an estimated $7.32K.
iShares Micro-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2147 holding.
AE Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2017 and has held it in 10 quarters since.
AE Wealth Management's iShares Micro-Cap ETF position peaked at $662K in Q2 2019.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.