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

Atala Financial’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
2025
Q2 		– Sell
-85
Closed -$9.43K – 288
2025
Q1 		$9.43K Hold
85
– – 0.01% 325
2024
Q4 		$11.1K Buy
+85
New +$11.1K 0.01% 309

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atala Financial's IWC Position: Q2 2025 in Review

Atala Financial sold out of iShares Micro-Cap ETF (IWC) in Q2 2025, closing a stake of 85 shares — an estimated $9.43K sold.

Atala Financial first reported a position in IWC in Q4 2024 and held it in 2 quarters. The position peaked at $11.1K in Q4 2024. 206 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

  • Atala Financial reported no remaining iShares Micro-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 85 iShares Micro-Cap ETF shares in Q2 2025, an estimated $9.43K.
  • Atala Financial first reported a position in iShares Micro-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares Micro-Cap ETF position peaked at $11.1K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.