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
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 $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Cassaday & Co Wealth Management's IWC Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 1,513 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #309.

Cassaday & Co Wealth Management first reported a position in IWC in Q3 2025 and has held it in 3 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Cassaday & Co Wealth Management held 1,513 shares of iShares Micro-Cap ETF worth $241K as of Q1 2026.
  • Cassaday & Co Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
  • iShares Micro-Cap ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #309 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Micro-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.