Capstone Investment Advisors
IWC icon

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

Capstone Investment 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
2026
Q1 		– Sell
-6,401
Closed -$1.01M – 1780
2025
Q4 		$1.01M Hold
6,401
– – 0.01% 860
2025
Q3 		$954K Buy
+6,401
New +$888K 0.01% 1051
2025
Q1 		– Sell
-8,401
Closed -$1.1M – 1638
2024
Q4 		$1.1M Buy
8,401
+400
+5% +$52.1K 0.01% 1039
2024
Q3 		$987K Buy
+8,001
New +$967K 0.02% 965
2024
Q2 		– Sell
-8,001
Closed -$970K – 2283
2024
Q1 		$970K Hold
8,001
– – 0.02% 1172
2023
Q4 		$928K Buy
+8,001
New +$811K 0.02% 1079
2021
Q3 		– Sell
-9,800
Closed -$1.5M – 2090
2021
Q2 		$1.5M Sell
9,800
-200
-2% -$29.6K 0.04% 1118
2021
Q1 		$1.47M Hold
10,000
– – 0.04% 1021
2020
Q4 		$1.19M Buy
+10,000
New +$1.06M 0.04% 1027
2020
Q1 		– Sell
-18,020
Closed -$1.79M – 1324
2019
Q4 		$1.79M Buy
+18,020
New +$1.67M 0.08% 864

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return