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

Avion Wealth’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	$3K	Hold	20	–	–	﹤0.01%	785
2025 Q4	$3K	Hold	20	–	–	﹤0.01%	791
2025 Q3	$2K	Hold	20	–	–	﹤0.01%	865
2025 Q2	$2K	Hold	20	–	–	﹤0.01%	817
2025 Q1	$2K	Hold	20	–	–	﹤0.01%	728
2024 Q4	$2K	Hold	20	–	–	﹤0.01%	725
2024 Q3	$2K	Hold	20	–	–	﹤0.01%	692
2024 Q2	$2K	Hold	20	–	–	﹤0.01%	621
2024 Q1	$3K	Hold	20	–	–	﹤0.01%	570
2023 Q4	$2K	Hold	20	–	–	﹤0.01%	581
2023 Q3	$2K	Hold	20	–	–	﹤0.01%	487
2023 Q2	$2K	Hold	20	–	–	﹤0.01%	478
2023 Q1	$2K	Hold	20	–	–	﹤0.01%	384
2022 Q4	$2K	Hold	20	–	–	﹤0.01%	383
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	400
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	399
2022 Q1	$3K	Hold	20	–	–	﹤0.01%	324
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	320
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	308
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	293
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	287
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	305
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	272
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	245
2020 Q1	$1K	Buy	+20	New	+$1.77K	﹤0.01%	283

Other funds holding IWC

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

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Avion Wealth's IWC Position: Q1 2026 in Review

Avion Wealth held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 20 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Avion Wealth first reported a position in IWC in Q1 2020 and has held it in 25 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Avion Wealth held 20 shares of iShares Micro-Cap ETF worth $3K as of Q1 2026.
Avion Wealth left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #785 holding.
Avion Wealth first reported a position in iShares Micro-Cap ETF in Q1 2020 and has held it in 25 quarters since.
265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.