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

Ameritas Advisory Services’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
Q4 		– Sell
-108
Closed -$16.1K – 1547
2025
Q3 		$16.1K Sell
108
-25
-19% -$3.47K ﹤0.01% 1509
2025
Q2 		$17K Buy
+133
New +$15.4K ﹤0.01% 1806
2023
Q2 		– Sell
-158
Closed -$16.5K – 1565
2023
Q1 		$16.5K Buy
+158
New +$17.7K ﹤0.01% 1725

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Ameritas Advisory Services's IWC Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares Micro-Cap ETF (IWC) in Q4 2025, closing a stake of 108 shares — an estimated $16.1K sold.

Ameritas Advisory Services first reported a position in IWC in Q1 2023 and held it in 3 quarters. The position peaked at $17K in Q2 2025. 258 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

  • Ameritas Advisory Services reported no remaining iShares Micro-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 108 iShares Micro-Cap ETF shares in Q4 2025, an estimated $16.1K.
  • Ameritas Advisory Services first reported a position in iShares Micro-Cap ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's iShares Micro-Cap ETF position peaked at $17K in Q2 2025.
  • 258 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.