Arax Advisory Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Arax Advisory Partners’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	$103K	Buy	517 +110	+27%	+$20.1K	﹤0.01%	2709
2026 Q1	$64.9K	Sell	407 -397	-49%	-$65.9K	﹤0.01%	1573
2025 Q4	$127K	Buy	+804	New	+$125K	﹤0.01%	1226
2025 Q3	–	Sell	-701	Closed	-$104K	–	3970
2025 Q2	$104K	Hold	701	–	–	﹤0.01%	920
2025 Q1	$77.8K	Buy	+701	New	+$87.4K	0.01%	802
2019 Q3	–	Sell	-84	Closed	-$8K	–	595
2019 Q2	$8K	Buy	+84	New	+$7.79K	﹤0.01%	480
2018 Q4	$7K	Buy	84 +1	+1%	+$93	﹤0.01%	464
2018 Q3	$9K	Sell	83 -186	-69%	-$19.9K	﹤0.01%	475
2018 Q2	$28K	Hold	269	–	–	0.01%	272
2018 Q1	$25K	Hold	269	–	–	0.01%	265
2017 Q4	$25K	Buy	269 +1	+0.4%	+$95	0.01%	264
2017 Q3	$25K	Hold	268	–	–	0.01%	260
2017 Q2	$24K	Hold	268	–	–	0.01%	287
2017 Q1	$22K	Hold	268	–	–	0.01%	273
2016 Q4	$23K	Buy	+268	New	+$21.5K	0.01%	254

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

Arax Advisory Partners's IWC Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Micro-Cap ETF (IWC) stake by 27% in Q2 2026, buying an estimated $20.1K and bringing the position to 517 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2709.

Arax Advisory Partners first reported a position in IWC in Q4 2016 and has held it in 15 quarters since. The position peaked at $127K in Q4 2025. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Arax Advisory Partners held 517 shares of iShares Micro-Cap ETF worth $103K as of Q2 2026.
Arax Advisory Partners bought 110 iShares Micro-Cap ETF shares in Q2 2026, an estimated $20.1K.
iShares Micro-Cap ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2709 holding.
Arax Advisory Partners first reported a position in iShares Micro-Cap ETF in Q4 2016 and has held it in 15 quarters since.
Arax Advisory Partners's iShares Micro-Cap ETF position peaked at $127K in Q4 2025.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.