Belpointe Asset Management’s iShares Micro-Cap ETF IWC Stock Holding History

Belpointe Asset 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
2025 Q1	–	Sell	-23,441	Closed	-$2.91M	–	985
2024 Q4	$2.91M	Buy	23,441 +619	+3%	+$80.6K	0.18%	120
2024 Q3	$2.81M	Buy	+22,822	New	+$2.76M	0.17%	122
2023 Q2	–	Sell	-722	Closed	-$75.5K	–	1967
2023 Q1	$75.5K	Sell	722 -97	-12%	-$10.9K	﹤0.01%	1473
2022 Q4	$88.3K	Sell	819 -444	-35%	-$48.4K	0.01%	1305
2022 Q3	$131K	Sell	1,263 -64	-5%	-$7.27K	0.01%	1022
2022 Q2	$138K	Buy	1,327 +48	+4%	+$5.53K	0.01%	973
2022 Q1	$165K	Buy	+1,279	New	+$164K	0.01%	982

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

EWM

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Belpointe Asset Management's IWC Position: Q1 2025 in Review

Belpointe Asset Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 23,441 shares — an estimated $2.91M sold.

Belpointe Asset Management first reported a position in IWC in Q1 2022 and held it in 7 quarters. The position peaked at $2.91M in Q4 2024. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

Belpointe Asset Management reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
Belpointe Asset Management sold 23,441 iShares Micro-Cap ETF shares in Q1 2025, an estimated $2.91M.
Belpointe Asset Management first reported a position in iShares Micro-Cap ETF in Q1 2022 and held it in 7 quarters.
Belpointe Asset Management's iShares Micro-Cap ETF position peaked at $2.91M in Q4 2024.
208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.