AFC
IWC icon

Ares Financial Consulting’s iShares Micro-Cap ETF IWC Stock Holding History

Ares Financial Consulting’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 		$134K Buy
669
+1
+0.1% +$183 0.1% 114
2026
Q1 		$107K Buy
668
+1
+0.1% +$166 0.08% 125
2025
Q4 		$105K Buy
+667
New +$104K 0.1% 103

Other funds holding IWC

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Ares Financial Consulting's IWC Position: Q2 2026 in Review

Ares Financial Consulting increased its iShares Micro-Cap ETF (IWC) stake by 0.15% in Q2 2026, buying an estimated $183 and bringing the position to 669 shares worth $134K. The position accounts for 0.1% of the portfolio, ranked #114.

Ares Financial Consulting first reported a position in IWC in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Ares Financial Consulting held 669 shares of iShares Micro-Cap ETF worth $134K as of Q2 2026.
  • Ares Financial Consulting bought 1 iShares Micro-Cap ETF share in Q2 2026, an estimated $183.
  • iShares Micro-Cap ETF made up 0.1% of Ares Financial Consulting's portfolio in Q2 2026, its #114 holding.
  • Ares Financial Consulting first reported a position in iShares Micro-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.