CWM
IWC icon

CCG Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

CCG 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 		$1.04M Sell
5,222
-57
-1% -$10.4K 0.24% 60
2026
Q1 		$843K Buy
+5,279
New +$876K 0.23% 65

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

CCG Wealth Management's IWC Position: Q2 2026 in Review

CCG Wealth Management reduced its iShares Micro-Cap ETF (IWC) stake by 1.1% in Q2 2026, selling an estimated $10.4K and leaving 5,222 shares worth $1.04M. The position accounts for 0.24% of the portfolio, ranked #60.

CCG Wealth Management first reported a position in IWC in Q1 2026 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • CCG Wealth Management held 5,222 shares of iShares Micro-Cap ETF worth $1.04M as of Q2 2026.
  • CCG Wealth Management sold 57 iShares Micro-Cap ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Micro-Cap ETF made up 0.24% of CCG Wealth Management's portfolio in Q2 2026, its #60 holding.
  • CCG Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.