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 Q2	$1.26M	Buy	+6,301	New	+$1.15M	﹤0.01%	871
2026 Q1	–	Sell	-6,401	Closed	-$1.01M	–	1726
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	–	1623
2024 Q4	$1.1M	Buy	8,401 +400	+5%	+$52.1K	﹤0.01%	1039
2024 Q3	$987K	Buy	+8,001	New	+$967K	﹤0.01%	965
2024 Q2	–	Sell	-8,001	Closed	-$970K	–	2271
2024 Q1	$970K	Hold	8,001	–	–	﹤0.01%	1172
2023 Q4	$928K	Buy	+8,001	New	+$811K	﹤0.01%	1079
2021 Q3	–	Sell	-9,800	Closed	-$1.5M	–	2038
2021 Q2	$1.5M	Sell	9,800 -200	-2%	-$29.6K	﹤0.01%	1118
2021 Q1	$1.47M	Hold	10,000	–	–	﹤0.01%	1021
2020 Q4	$1.19M	Buy	+10,000	New	+$1.06M	﹤0.01%	1027
2020 Q1	–	Sell	-18,020	Closed	-$1.79M	–	1264
2019 Q4	$1.79M	Buy	+18,020	New	+$1.67M	0.01%	864

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capstone Investment Advisors's IWC Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 6,301 shares worth $1.26M. The stake represents ﹤0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in IWC as recently as Q4 2025.

Capstone Investment Advisors first reported a position in IWC in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.79M in Q4 2019. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Capstone Investment Advisors held 6,301 shares of iShares Micro-Cap ETF worth $1.26M as of Q2 2026.
iShares Micro-Cap ETF was a new Capstone Investment Advisors position in Q2 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #871 holding.
Capstone Investment Advisors first reported a position in iShares Micro-Cap ETF in Q4 2019 and has held it in 11 quarters since.
Capstone Investment Advisors's iShares Micro-Cap ETF position peaked at $1.79M in Q4 2019.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.