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 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

1832 Asset Management Toronto, Ontario, Canada $75.5B 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 $761B AUM 31.28% 1-Year Est. Return

Bank of America

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

Corient Private Wealth

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

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

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return