Avantax Advisory Services’s iShares Micro-Cap ETF IWC Stock Holding History

Avantax Advisory Services’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	$9.25M	Sell	72,443 -6,574	-8%	-$760K	0.05%	287
2025 Q1	$8.76M	Buy	79,017 +6,246	+9%	+$778K	0.05%	275
2024 Q4	$9.49M	Buy	72,771 +872	+1%	+$114K	0.06%	237
2024 Q3	$8.87M	Sell	71,899 -6,400	-8%	-$773K	0.06%	250
2024 Q2	$8.93M	Sell	78,299 -21,120	-21%	-$2.43M	0.06%	225
2024 Q1	$12M	Sell	99,419 -48,509	-33%	-$5.58M	0.11%	146
2023 Q4	$17.2M	Sell	147,928 -3,639	-2%	-$369K	0.17%	98
2023 Q3	$15.2M	Sell	151,567 -188	-0.1%	-$20.3K	0.17%	100
2023 Q2	$16.6M	Sell	151,755 -1,836	-1%	-$193K	0.19%	91
2023 Q1	$16.1M	Sell	153,591 -679	-0.4%	-$76.2K	0.2%	86
2022 Q4	$16.6M	Buy	154,270 +7,432	+5%	+$809K	0.22%	73
2022 Q3	$15.2M	Buy	146,838 +9,199	+7%	+$1.05M	0.23%	65
2022 Q2	$14.3M	Sell	137,639 -5,326	-4%	-$613K	0.22%	73
2022 Q1	$18.4M	Sell	142,965 -5,913	-4%	-$760K	0.25%	64
2021 Q4	$20.8M	Buy	148,878 +2,191	+1%	+$318K	0.31%	48
2021 Q3	$21.2M	Buy	146,687 +749	+0.5%	+$109K	0.35%	40
2021 Q2	$22.3M	Sell	145,938 -10,613	-7%	-$1.57M	0.4%	34
2021 Q1	$23M	Sell	156,551 -6,160	-4%	-$880K	0.49%	28
2020 Q4	$19.3M	Sell	162,711 -27,709	-15%	-$2.93M	0.46%	34
2020 Q3	$17.2M	Buy	190,420 +26,567	+16%	+$2.42M	0.28%	66
2020 Q2	$14.3M	Buy	163,853 +6,869	+4%	+$537K	0.41%	42
2020 Q1	$10.5M	Buy	156,984 +10,274	+7%	+$907K	0.31%	51
2019 Q4	$14.6M	Buy	146,710 +12,313	+9%	+$1.14M	0.34%	46
2019 Q3	$11.8M	Buy	134,397 +15,468	+13%	+$1.39M	0.48%	27
2019 Q2	$11.1M	Buy	118,929 +70,100	+144%	+$6.5M	0.49%	26
2019 Q1	$4.53M	Buy	+48,829	New	+$4.5M	0.24%	53

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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 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 $2.07B AUM 19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avantax Advisory Services's IWC Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Micro-Cap ETF (IWC) stake by 8.3% in Q2 2025, selling an estimated $760K and leaving 72,443 shares worth $9.25M. The position accounts for 0.05% of the portfolio, ranked #287.

Avantax Advisory Services first reported a position in IWC in Q1 2019 and has held it in 26 quarters since. The position peaked at $23M in Q1 2021. 206 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

Avantax Advisory Services held 72,443 shares of iShares Micro-Cap ETF worth $9.25M as of Q2 2025.
Avantax Advisory Services sold 6,574 iShares Micro-Cap ETF shares in Q2 2025, an estimated $760K.
iShares Micro-Cap ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #287 holding.
Avantax Advisory Services first reported a position in iShares Micro-Cap ETF in Q1 2019 and has held it in 26 quarters since.
Avantax Advisory Services's iShares Micro-Cap ETF position peaked at $23M in Q1 2021.
206 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.