Ares Financial Consulting
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
Q3 		$124K Buy
670
+1
+0.1% +$193 0.09% 124
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

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ares Financial Consulting's IWC Position: Q3 2026 in Review

Ares Financial Consulting increased its iShares Micro-Cap ETF (IWC) stake by 0.15% in Q3 2026, buying an estimated $193 and bringing the position to 670 shares worth $124K. The position accounts for 0.09% of the portfolio, ranked #124.

Ares Financial Consulting first reported a position in IWC in Q4 2025 and has held it in 4 quarters since. The position peaked at $134K in Q2 2026. 134 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Ares Financial Consulting held 670 shares of iShares Micro-Cap ETF worth $124K as of Q3 2026.
  • Ares Financial Consulting bought 1 iShares Micro-Cap ETF share in Q3 2026, an estimated $193.
  • iShares Micro-Cap ETF made up 0.09% of Ares Financial Consulting's portfolio in Q3 2026, its #124 holding.
  • Ares Financial Consulting first reported a position in iShares Micro-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's iShares Micro-Cap ETF position peaked at $134K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.