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Aire Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Aire Advisors’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
2025
Q1 		– Sell
-14,416
Closed -$1.88M – 162
2024
Q4 		$1.88M Sell
14,416
-4,728
-25% -$616K 0.39% 53
2024
Q3 		$2.36M Sell
19,144
-145
-0.8% -$17.5K 0.52% 40
2024
Q2 		$2.2M Sell
19,289
-4,425
-19% -$510K 0.5% 44
2024
Q1 		$2.87M Sell
23,714
-337
-1% -$38.8K 0.65% 35
2023
Q4 		$2.79M Sell
24,051
-231
-1% -$23.4K 0.69% 32
2023
Q3 		$2.43M Sell
24,282
-5,532
-19% -$598K 0.65% 35
2023
Q2 		$3.23M Sell
29,814
-4,156
-12% -$436K 0.85% 31
2023
Q1 		$3.54M Sell
33,970
-42,286
-55% -$4.75M 0.99% 28
2022
Q4 		$8.24M Buy
76,256
+6,834
+10% +$744K 2.52% 12
2022
Q3 		$7.18M Buy
69,422
+7,644
+12% +$868K 2.48% 12
2022
Q2 		$6.41M Buy
61,778
+9,006
+17% +$1.04M 2.28% 12
2022
Q1 		$6.81M Buy
52,772
+3,543
+7% +$455K 2.43% 12
2021
Q4 		$6.87M Buy
+49,229
New +$7.14M 2.97% 11

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Aire Advisors's IWC Position: Q1 2025 in Review

Aire Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 14,416 shares — an estimated $1.88M sold.

Aire Advisors first reported a position in IWC in Q4 2021 and held it in 13 quarters. The position peaked at $8.24M in Q4 2022. 209 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

  • Aire Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Aire Advisors sold 14,416 iShares Micro-Cap ETF shares in Q1 2025, an estimated $1.88M.
  • Aire Advisors first reported a position in iShares Micro-Cap ETF in Q4 2021 and held it in 13 quarters.
  • Aire Advisors's iShares Micro-Cap ETF position peaked at $8.24M in Q4 2022.
  • 209 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on Aire Advisors's 13F filing for Q1 2025, filed 5 May 2025.