Beaird Harris Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Beaird Harris 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	$486K	Hold	2,428	–	–	0.03%	97
2026 Q1	$387K	Hold	2,428	–	–	0.03%	106
2025 Q4	$383K	Hold	2,428	–	–	0.03%	104
2025 Q3	$362K	Hold	2,428	–	–	0.03%	108
2025 Q2	$310K	Hold	2,428	–	–	0.02%	112
2025 Q1	$269K	Sell	2,428 -11	-0.5%	-$1.37K	0.02%	112
2024 Q4	$318K	Hold	2,439	–	–	0.03%	105
2024 Q3	$301K	Hold	2,439	–	–	0.03%	112
2024 Q2	$278K	Hold	2,439	–	–	0.03%	106
2024 Q1	$296K	Hold	2,439	–	–	0.03%	96
2023 Q4	$283K	Sell	2,439 -20	-0.8%	-$2.03K	0.03%	93
2023 Q3	$246K	Hold	2,459	–	–	0.03%	88
2023 Q2	$269K	Hold	2,459	–	–	0.03%	82
2023 Q1	$257K	Hold	2,459	–	–	0.05%	80
2022 Q4	$265K	Hold	2,459	–	–	0.05%	73
2022 Q3	$254K	Sell	2,459 -50	-2%	-$5.68K	0.06%	69
2022 Q2	$261K	Hold	2,509	–	–	0.07%	59
2022 Q1	$323K	Hold	2,509	–	–	0.12%	64
2021 Q4	$351K	Buy	+2,509	New	+$364K	0.13%	78

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

Beaird Harris Wealth Management's IWC Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 2,428 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #97.

Beaird Harris Wealth Management first reported a position in IWC in Q4 2021 and has held it in 19 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Beaird Harris Wealth Management held 2,428 shares of iShares Micro-Cap ETF worth $486K as of Q2 2026.
Beaird Harris Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up 0.03% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #97 holding.
Beaird Harris Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 19 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.