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

Angeles 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	–	Sell	-944	Closed	-$149K	–	540
2025 Q4	$149K	Hold	944	–	–	0.01%	384
2025 Q3	$141K	Hold	944	–	–	0.01%	350
2025 Q2	$121K	Hold	944	–	–	0.01%	352
2025 Q1	$105K	Sell	944 -235	-20%	-$29.3K	0.01%	307
2024 Q4	$154K	Hold	1,179	–	–	0.01%	303
2024 Q3	$145K	Hold	1,179	–	–	0.01%	272
2024 Q2	$134K	Hold	1,179	–	–	0.01%	240
2024 Q1	$143K	Hold	1,179	–	–	0.01%	234
2023 Q4	$137K	Hold	1,179	–	–	0.02%	205
2023 Q3	$118K	Hold	1,179	–	–	0.02%	181
2023 Q2	$129K	Hold	1,179	–	–	0.02%	186
2023 Q1	$123K	Hold	1,179	–	–	0.02%	178
2022 Q4	$127K	Hold	1,179	–	–	0.02%	178
2022 Q3	$122K	Hold	1,179	–	–	0.02%	178
2022 Q2	$123K	Hold	1,179	–	–	0.02%	172
2022 Q1	$152K	Buy	+1,179	New	+$151K	0.03%	170

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Angeles Wealth Management's IWC Position: Q1 2026 in Review

Angeles Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2026, closing a stake of 944 shares — an estimated $149K sold.

Angeles Wealth Management first reported a position in IWC in Q1 2022 and held it in 16 quarters. The position peaked at $154K in Q4 2024. 268 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Angeles Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q1 2026 after selling out during the quarter.
Angeles Wealth Management sold 944 iShares Micro-Cap ETF shares in Q1 2026, an estimated $149K.
Angeles Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2022 and held it in 16 quarters.
Angeles Wealth Management's iShares Micro-Cap ETF position peaked at $154K in Q4 2024.
268 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.