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Cascade Financial Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Cascade Financial Partners’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 		$240K Buy
+1,198
New +$219K 0.02% 253
2025
Q2 		– Sell
-2,348
Closed -$260K – 263
2025
Q1 		$260K Hold
2,348
– – 0.03% 209
2024
Q4 		$306K Hold
2,348
– – 0.04% 185
2024
Q3 		$297K Hold
2,348
– – 0.04% 187
2024
Q2 		$268K Hold
2,348
– – 0.04% 190
2024
Q1 		$269K Buy
+2,348
New +$270K 0.04% 189

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

Cascade Financial Partners's IWC Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,198 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: Cascade Financial Partners previously reported a position in IWC as recently as Q1 2025.

Cascade Financial Partners first reported a position in IWC in Q1 2024 and has held it in 6 quarters since. The position peaked at $306K in Q4 2024. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Cascade Financial Partners held 1,198 shares of iShares Micro-Cap ETF worth $240K as of Q2 2026.
  • iShares Micro-Cap ETF was a new Cascade Financial Partners position in Q2 2026.
  • iShares Micro-Cap ETF made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #253 holding.
  • Cascade Financial Partners first reported a position in iShares Micro-Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • Cascade Financial Partners's iShares Micro-Cap ETF position peaked at $306K in Q4 2024.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.