CAPTRUST Financial Advisors
IWC icon

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

CAPTRUST Financial 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 		$1.13M Buy
5,673
+237
+4% +$43.4K ﹤0.01% 1678
2026
Q1 		$868K Sell
5,436
-286
-5% -$47.4K ﹤0.01% 1692
2025
Q4 		$902K Buy
5,722
+251
+5% +$39K ﹤0.01% 1566
2025
Q3 		$816K Sell
5,471
-900
-14% -$125K ﹤0.01% 1550
2025
Q2 		$813K Sell
6,371
-104
-2% -$12K ﹤0.01% 1456
2025
Q1 		$718K Buy
6,475
+14
+0.2% +$1.75K ﹤0.01% 1441
2024
Q4 		$842K Hold
6,461
– – ﹤0.01% 1320
2024
Q3 		$797K Sell
6,461
-200
-3% -$24.2K ﹤0.01% 1322
2024
Q2 		$759K Buy
6,661
+140
+2% +$16.1K ﹤0.01% 1301
2024
Q1 		$790K Buy
6,521
+1,250
+24% +$144K ﹤0.01% 1250
2023
Q4 		$612K Hold
5,271
– – ﹤0.01% 1594
2023
Q3 		$528K Buy
+5,271
New +$570K ﹤0.01% 1619
2022
Q3 		– Sell
-180
Closed -$19K – 3062
2022
Q2 		$19K Hold
180
– – ﹤0.01% 3406
2022
Q1 		$23K Hold
180
– – ﹤0.01% 3308
2021
Q4 		$25K Hold
180
– – ﹤0.01% 3140
2021
Q3 		$26K Buy
+180
New +$26.1K ﹤0.01% 2993
2021
Q2 		– Sell
-7
Closed -$1K – 4582
2021
Q1 		$1K Buy
+7
New +$1K ﹤0.01% 4199
2019
Q4 		– Sell
-250
Closed -$22K – 1402
2019
Q3 		$22K Hold
250
– – ﹤0.01% 1273
2019
Q2 		$23K Hold
250
– – ﹤0.01% 1241
2019
Q1 		$23K Buy
+250
New +$23K ﹤0.01% 1126

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

CAPTRUST Financial Advisors's IWC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its iShares Micro-Cap ETF (IWC) stake by 4.4% in Q2 2026, buying an estimated $43.4K and bringing the position to 5,673 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

CAPTRUST Financial Advisors first reported a position in IWC in Q1 2019 and has held it in 20 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • CAPTRUST Financial Advisors held 5,673 shares of iShares Micro-Cap ETF worth $1.13M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 237 iShares Micro-Cap ETF shares in Q2 2026, an estimated $43.4K.
  • iShares Micro-Cap ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1678 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares Micro-Cap ETF in Q1 2019 and has held it in 20 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.