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

Cardiff Park 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	$524K	Sell	2,620 -153	-6%	-$28K	0.04%	169
2026 Q1	$443K	Hold	2,773	–	–	0.04%	194
2025 Q4	$437K	Hold	2,773	–	–	0.04%	186
2025 Q3	$413K	Hold	2,773	–	–	0.03%	202
2025 Q2	$354K	Hold	2,773	–	–	0.03%	208
2025 Q1	$308K	Hold	2,773	–	–	0.03%	207
2024 Q4	$362K	Sell	2,773 -300	-10%	-$39.1K	0.03%	192
2024 Q3	$379K	Buy	3,073 +553	+22%	+$66.8K	0.03%	182
2024 Q2	$287K	Hold	2,520	–	–	0.03%	200
2024 Q1	$305K	Hold	2,520	–	–	0.03%	202
2023 Q4	$292K	Hold	2,520	–	–	0.03%	188
2023 Q3	$252K	Hold	2,520	–	–	0.03%	195
2023 Q2	$275K	Hold	2,520	–	–	0.03%	193
2023 Q1	$263K	Hold	2,520	–	–	0.03%	197
2022 Q4	$272K	Hold	2,520	–	–	0.04%	199
2022 Q3	$261K	Hold	2,520	–	–	0.04%	202
2022 Q2	$262K	Hold	2,520	–	–	0.04%	207
2022 Q1	$325K	Hold	2,520	–	–	0.05%	185
2021 Q4	$352K	Buy	+2,520	New	+$366K	0.05%	174

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

Cardiff Park Advisors's IWC Position: Q2 2026 in Review

Cardiff Park Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 5.5% in Q2 2026, selling an estimated $28K and leaving 2,620 shares worth $524K. The position accounts for 0.04% of the portfolio, ranked #169.

Cardiff Park Advisors first reported a position in IWC in Q4 2021 and has held it in 19 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Cardiff Park Advisors held 2,620 shares of iShares Micro-Cap ETF worth $524K as of Q2 2026.
Cardiff Park Advisors sold 153 iShares Micro-Cap ETF shares in Q2 2026, an estimated $28K.
iShares Micro-Cap ETF made up 0.04% of Cardiff Park Advisors's portfolio in Q2 2026, its #169 holding.
Cardiff Park Advisors first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 19 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.