Bristlecone Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Bristlecone Advisors’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 Q3	–	Sell	-375	Closed	-$47.9K	–	266
2025 Q2	$47.9K	Hold	375	–	–	﹤0.01%	256
2025 Q1	$41.6K	Hold	375	–	–	﹤0.01%	322
2024 Q4	$48.9K	Hold	375	–	–	﹤0.01%	316
2024 Q3	$46.2K	Buy	+375	New	+$45.3K	﹤0.01%	321
2023 Q2	–	Sell	-375	Closed	-$39.2K	–	306
2023 Q1	$39.2K	Buy	+375	New	+$42.1K	﹤0.01%	304
2017 Q4	–	Sell	-500	Closed	-$47K	–	207
2017 Q3	$47K	Buy	+500	New	+$44.1K	0.02%	202

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

EWM

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

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bristlecone Advisors's IWC Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2025, closing a stake of 375 shares — an estimated $47.9K sold.

Bristlecone Advisors first reported a position in IWC in Q3 2017 and held it in 6 quarters. The position peaked at $48.9K in Q4 2024. 226 funds tracked by Wall St. Rank hold IWC as of Q3 2025.

Bristlecone Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 375 iShares Micro-Cap ETF shares in Q3 2025, an estimated $47.9K.
Bristlecone Advisors first reported a position in iShares Micro-Cap ETF in Q3 2017 and held it in 6 quarters.
Bristlecone Advisors's iShares Micro-Cap ETF position peaked at $48.9K in Q4 2024.
226 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.