Arkadios Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Arkadios Wealth 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	$218K	Sell	1,089 -243	-18%	-$44.5K	﹤0.01%	1581
2026 Q1	$213K	Buy	+1,332	New	+$221K	﹤0.01%	1545
2021 Q4	–	Sell	-1,028	Closed	-$148K	–	1185
2021 Q3	$148K	Sell	1,028 -135	-12%	-$19.6K	0.02%	584
2021 Q2	$177K	Buy	1,163 +187	+19%	+$27.7K	0.02%	564
2021 Q1	$143K	Buy	976 +746	+324%	+$107K	0.02%	469
2020 Q4	$27K	Buy	230 +180	+360%	+$19K	0.01%	682
2020 Q3	$4.9K	Buy	+50	New	+$4.56K	﹤0.01%	852

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

Arkadios Wealth Advisors's IWC Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 18% in Q2 2026, selling an estimated $44.5K and leaving 1,089 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Arkadios Wealth Advisors first reported a position in IWC in Q3 2020 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Arkadios Wealth Advisors held 1,089 shares of iShares Micro-Cap ETF worth $218K as of Q2 2026.
Arkadios Wealth Advisors sold 243 iShares Micro-Cap ETF shares in Q2 2026, an estimated $44.5K.
iShares Micro-Cap ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1581 holding.
Arkadios Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q3 2020 and has held it in 7 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.