Bartlett & Co Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Bartlett & Co Wealth Management’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 Q2	$28.6K	Hold	143	–	–	﹤0.01%	836
2026 Q1	$26K	Hold	143	–	–	﹤0.01%	783
2025 Q4	$22.6K	Hold	143	–	–	﹤0.01%	805
2025 Q3	$21.3K	Hold	143	–	–	﹤0.01%	817
2025 Q2	$18.3K	Hold	143	–	–	﹤0.01%	830
2025 Q1	$15.9K	Hold	143	–	–	﹤0.01%	851
2024 Q4	$18.6K	Hold	143	–	–	﹤0.01%	813
2024 Q3	$17.6K	Sell	143 -172	-55%	-$20.8K	﹤0.01%	835
2024 Q2	$35.9K	Sell	315 -30	-9%	-$3.46K	﹤0.01%	719
2024 Q1	$41.8K	Hold	345	–	–	﹤0.01%	692
2023 Q4	$40.8K	Hold	345	–	–	﹤0.01%	744
2023 Q3	$34.7K	Buy	345 +160	+86%	+$17.3K	﹤0.01%	721
2023 Q2	$20.2K	Hold	185	–	–	﹤0.01%	821
2023 Q1	$19.3K	Buy	+185	New	+$20.8K	﹤0.01%	719

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bartlett & Co Wealth Management's IWC Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 143 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Bartlett & Co Wealth Management first reported a position in IWC in Q1 2023 and has held it in 14 quarters since. The position peaked at $41.8K in Q1 2024. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Bartlett & Co Wealth Management held 143 shares of iShares Micro-Cap ETF worth $28.6K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #836 holding.
Bartlett & Co Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Bartlett & Co Wealth Management's iShares Micro-Cap ETF position peaked at $41.8K in Q1 2024.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.