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

Aptus Capital 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
2026
Q2 		$146K Hold
730
– – ﹤0.01% 1186
2026
Q1 		$117K Hold
730
– – ﹤0.01% 1115
2025
Q4 		$115K Hold
730
– – ﹤0.01% 1142
2025
Q3 		$109K Hold
730
– – ﹤0.01% 1101
2025
Q2 		$93.2K Hold
730
– – ﹤0.01% 1090
2025
Q1 		$81K Hold
730
– – ﹤0.01% 1043
2024
Q4 		$95.2K Buy
730
+318
+77% +$41.4K ﹤0.01% 1021
2024
Q3 		$50.8K Buy
412
+240
+140% +$29K ﹤0.01% 935
2024
Q2 		$19.6K Buy
+172
New +$19.8K ﹤0.01% 972

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

Aptus Capital Advisors's IWC Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 730 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Aptus Capital Advisors first reported a position in IWC in Q2 2024 and has held it in 9 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Aptus Capital Advisors held 730 shares of iShares Micro-Cap ETF worth $146K as of Q2 2026.
  • Aptus Capital Advisors left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1186 holding.
  • Aptus Capital Advisors first reported a position in iShares Micro-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.