Bessemer Group’s iShares Micro-Cap ETF IWC Stock Holding History

Bessemer Group’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 Q2	–	Sell	-241	Closed	-$27K	–	2525
2025 Q1	$27K	Sell	241 -7	-3%	-$872	﹤0.01%	1439
2024 Q4	$32K	Buy	+248	New	+$32.3K	﹤0.01%	1372
2024 Q3	–	Sell	-69	Closed	-$8K	–	2647
2024 Q2	$8K	Buy	+69	New	+$7.95K	﹤0.01%	1586
2022 Q2	–	Sell	-173	Closed	-$22K	–	1953
2022 Q1	$22K	Sell	173 -78	-31%	-$10K	﹤0.01%	1226
2021 Q4	$35K	Buy	+251	New	+$36.4K	﹤0.01%	1184
2016 Q3	–	Sell	-1,100	Closed	-$78K	–	1843
2016 Q2	$78K	Hold	1,100	–	–	﹤0.01%	800
2016 Q1	$75K	Buy	+1,100	New	+$71K	﹤0.01%	831
2015 Q3	–	Sell	-180	Closed	-$15K	–	1675
2015 Q2	$15K	Sell	180 -790	-81%	-$63.5K	﹤0.01%	1173
2015 Q1	$77K	Buy	+970	New	+$74.6K	﹤0.01%	879

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

EWM

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

HHGA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group's IWC Position: Q2 2025 in Review

Bessemer Group sold out of iShares Micro-Cap ETF (IWC) in Q2 2025, closing a stake of 241 shares — an estimated $27K sold.

Bessemer Group first reported a position in IWC in Q1 2015 and held it in 9 quarters. The position peaked at $78K in Q2 2016. 206 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

Bessemer Group reported no remaining iShares Micro-Cap ETF position as of Q2 2025 after selling out during the quarter.
Bessemer Group sold 241 iShares Micro-Cap ETF shares in Q2 2025, an estimated $27K.
Bessemer Group first reported a position in iShares Micro-Cap ETF in Q1 2015 and held it in 9 quarters.
Bessemer Group's iShares Micro-Cap ETF position peaked at $78K in Q2 2016.
206 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

Based on Bessemer Group's 13F filing for Q2 2025, filed 1 Aug 2025.