CCWM
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Cassaday & Co Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Cassaday & Co Wealth Management’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 		$303K Hold
1,513
– – 0.01% 293
2026
Q1 		$241K Hold
1,513
– – 0.01% 309
2025
Q4 		$239K Hold
1,513
– – 0.01% 318
2025
Q3 		$226K Buy
+1,513
New +$210K 0.01% 318

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

Cassaday & Co Wealth Management's IWC Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 1,513 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #293.

Cassaday & Co Wealth Management first reported a position in IWC in Q3 2025 and has held it in 4 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,513 shares of iShares Micro-Cap ETF worth $303K as of Q2 2026.
  • Cassaday & Co Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Micro-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.