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

Allworth 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
Q2 		$1.48M Buy
7,391
+2,714
+58% +$497K 0.01% 607
2026
Q1 		$747K Hold
4,677
– – ﹤0.01% 804
2025
Q4 		$738K Sell
4,677
-148
-3% -$23K ﹤0.01% 791
2025
Q3 		$719K Sell
4,825
-100
-2% -$13.9K ﹤0.01% 757
2025
Q2 		$629K Sell
4,925
-189
-4% -$21.9K ﹤0.01% 768
2025
Q1 		$563K Sell
5,114
-339
-6% -$42.2K ﹤0.01% 657
2024
Q4 		$718K Buy
5,453
+4,034
+284% +$525K ﹤0.01% 604
2024
Q3 		$175K Sell
1,419
-200
-12% -$24.2K ﹤0.01% 860
2024
Q2 		$200K Buy
1,619
+403
+33% +$46.5K ﹤0.01% 813
2024
Q1 		$147K Hold
1,216
– – ﹤0.01% 881
2023
Q4 		$141K Sell
1,216
-162
-12% -$16.4K ﹤0.01% 828
2023
Q3 		$138K Hold
1,378
– – ﹤0.01% 773
2023
Q2 		$151K Hold
1,378
– – ﹤0.01% 763
2023
Q1 		$144K Sell
1,378
-24
-2% -$2.69K ﹤0.01% 737
2022
Q4 		$151K Hold
1,402
– – ﹤0.01% 698
2022
Q3 		$145K Hold
1,402
– – ﹤0.01% 666
2022
Q2 		$146K Hold
1,402
– – ﹤0.01% 628
2022
Q1 		$181K Hold
1,402
– – ﹤0.01% 569
2021
Q4 		$196K Hold
1,402
– – ﹤0.01% 531
2021
Q3 		$202K Hold
1,402
– – ﹤0.01% 481
2021
Q2 		$214K Buy
1,402
+205
+17% +$30.4K ﹤0.01% 367
2021
Q1 		$176K Buy
1,197
+121
+11% +$17.3K ﹤0.01% 370
2020
Q4 		$128K Hold
1,076
– – ﹤0.01% 338
2020
Q3 		$97K Sell
1,076
-157
-13% -$14.3K ﹤0.01% 332
2020
Q2 		$108K Buy
1,233
+697
+130% +$54.5K ﹤0.01% 305
2020
Q1 		$36K Buy
+536
New +$47.3K ﹤0.01% 461
2016
Q4 		– Sell
-16
Closed -$1K – 701
2016
Q3 		$1K Buy
+16
New +$1.2K ﹤0.01% 645

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Allworth Financial's IWC Position: Q2 2026 in Review

Allworth Financial increased its iShares Micro-Cap ETF (IWC) stake by 58% in Q2 2026, buying an estimated $497K and bringing the position to 7,391 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #607.

Allworth Financial first reported a position in IWC in Q3 2016 and has held it in 27 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Allworth Financial held 7,391 shares of iShares Micro-Cap ETF worth $1.48M as of Q2 2026.
  • Allworth Financial bought 2,714 iShares Micro-Cap ETF shares in Q2 2026, an estimated $497K.
  • iShares Micro-Cap ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #607 holding.
  • Allworth Financial first reported a position in iShares Micro-Cap ETF in Q3 2016 and has held it in 27 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.