Annandale Capital’s iShares Micro-Cap ETF IWC Stock Holding History

Annandale Capital’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	$237K	Buy	1,186 +715	+152%	+$131K	0.03%	116
2026 Q1	$201K	Hold	471	–	–	0.03%	118
2025 Q4	$223K	Hold	471	–	–	0.03%	117
2025 Q3	$221K	Sell	471 -1,129	-71%	-$157K	0.04%	114
2025 Q2	$204K	Buy	+1,600	New	+$185K	0.02%	119
2025 Q1	–	Sell	-1,600	Closed	-$209K	–	133
2024 Q4	$209K	Buy	+1,600	New	+$208K	0.03%	121

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Annandale Capital's IWC Position: Q2 2026 in Review

Annandale Capital increased its iShares Micro-Cap ETF (IWC) stake by 152% in Q2 2026, buying an estimated $131K and bringing the position to 1,186 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #116.

Annandale Capital first reported a position in IWC in Q4 2024 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Annandale Capital held 1,186 shares of iShares Micro-Cap ETF worth $237K as of Q2 2026.
Annandale Capital bought 715 iShares Micro-Cap ETF shares in Q2 2026, an estimated $131K.
iShares Micro-Cap ETF made up 0.03% of Annandale Capital's portfolio in Q2 2026, its #116 holding.
Annandale Capital first reported a position in iShares Micro-Cap ETF in Q4 2024 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Annandale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.