AGC
IWC icon

Aspen Grove Capital’s iShares Micro-Cap ETF IWC Stock Holding History

Aspen Grove Capital’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
Q1 		$313K Hold
1,959
– – 0.06% 134
2025
Q4 		$309K Hold
1,959
– – 0.05% 136
2025
Q3 		$292K Buy
1,959
+1
+0.1% +$139 0.05% 153
2025
Q2 		$250K Sell
1,958
-1,500
-43% -$173K 0.04% 192
2025
Q1 		$384K Hold
3,458
– – 0.07% 136
2024
Q4 		$451K Hold
3,458
– – 0.1% 109
2024
Q3 		$427K Buy
3,458
+1
+0% +$121 0.09% 118
2024
Q2 		$394K Hold
3,457
– – 0.09% 122
2024
Q1 		$419K Sell
3,457
-1
-0% -$115 0.12% 112
2023
Q4 		$401K Hold
3,458
– – 0.12% 102
2023
Q3 		$348K Buy
3,458
+500
+17% +$54.1K 0.13% 107
2023
Q2 		$323K Buy
+2,958
New +$311K 0.1% 138

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return