BI
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Berkeley Inc’s iShares Micro-Cap ETF IWC Stock Holding History

Berkeley Inc’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 		$237K Sell
1,186
-68
-5% -$12.4K 0.07% 79
2026
Q1 		$200K Buy
+1,254
New +$208K 0.07% 81
2025
Q1 		– Sell
-1,596
Closed -$208K – 69
2024
Q4 		$208K Buy
+1,596
New +$208K 0.11% 63
2024
Q2 		– Sell
-1,932
Closed -$234K – 65
2024
Q1 		$234K Sell
1,932
-125
-6% -$14.4K 0.14% 63
2023
Q4 		$239K Sell
2,057
-135
-6% -$13.7K 0.15% 64
2023
Q3 		$219K Sell
2,192
-25
-1% -$2.7K 0.15% 74
2023
Q2 		$242K Buy
2,217
+1
+0% +$105 0.16% 70
2023
Q1 		$232K Buy
2,216
+1
+0% +$112 0.17% 71
2022
Q4 		$239K Buy
2,215
+2
+0.1% +$218 0.18% 68
2022
Q3 		$229K Buy
2,213
+2
+0.1% +$227 0.19% 70
2022
Q2 		$230K Sell
2,211
-66
-3% -$7.6K 0.18% 76
2022
Q1 		$293K Sell
2,277
-67
-3% -$8.61K 0.2% 76
2021
Q4 		$328K Buy
2,344
+2
+0.1% +$290 0.22% 72
2021
Q3 		$338K Buy
2,342
+1
+0% +$145 0.25% 68
2021
Q2 		$357K Hold
2,341
– – 0.26% 64
2021
Q1 		$344K Buy
2,341
+1
+0% +$143 0.26% 65
2020
Q4 		$278K Buy
+2,340
New +$247K 0.22% 66

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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Berkeley Inc's IWC Position: Q2 2026 in Review

Berkeley Inc reduced its iShares Micro-Cap ETF (IWC) stake by 5.4% in Q2 2026, selling an estimated $12.4K and leaving 1,186 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #79.

Berkeley Inc first reported a position in IWC in Q4 2020 and has held it in 17 quarters since. The position peaked at $357K in Q2 2021. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Berkeley Inc held 1,186 shares of iShares Micro-Cap ETF worth $237K as of Q2 2026.
  • Berkeley Inc sold 68 iShares Micro-Cap ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Micro-Cap ETF made up 0.07% of Berkeley Inc's portfolio in Q2 2026, its #79 holding.
  • Berkeley Inc first reported a position in iShares Micro-Cap ETF in Q4 2020 and has held it in 17 quarters since.
  • Berkeley Inc's iShares Micro-Cap ETF position peaked at $357K in Q2 2021.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.