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Capstone Wealth Management Group (Pennsylvania)’s iShares Micro-Cap ETF IWC Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		– Sell
-14,930
Closed -$2.38M – 99
2026
Q1 		$2.38M Buy
+14,930
New +$2.48M 1% 25

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

Capstone Wealth Management Group (Pennsylvania)'s IWC Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 14,930 shares — an estimated $2.38M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in IWC in Q1 2026 and held it in 1 quarter. The position peaked at $2.38M in Q1 2026. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 14,930 iShares Micro-Cap ETF shares in Q2 2026, an estimated $2.38M.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares Micro-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Capstone Wealth Management Group (Pennsylvania)'s iShares Micro-Cap ETF position peaked at $2.38M in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.