BRWA
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B. Riley Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

B. Riley 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
Q1 		– Sell
-4,926
Closed -$777K – 1020
2025
Q4 		$777K Buy
+4,926
New +$766K 0.04% 401
2015
Q1 		– Sell
-54
Closed -$4K – 1275
2014
Q4 		$4K Buy
+54
New +$3.92K ﹤0.01% 3223
2014
Q3 		– Sell
-54
Closed -$4.11K – 1272
2014
Q2 		$4.11K Buy
+54
New +$3.96K ﹤0.01% 2098

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

B. Riley Wealth Advisors's IWC Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2026, closing a stake of 4,926 shares — an estimated $777K sold.

B. Riley Wealth Advisors first reported a position in IWC in Q2 2014 and held it in 3 quarters. The position peaked at $777K in Q4 2025. 267 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,926 iShares Micro-Cap ETF shares in Q1 2026, an estimated $777K.
  • B. Riley Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's iShares Micro-Cap ETF position peaked at $777K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.