Cerity Partners
IWC icon

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

Cerity 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 		$250K Sell
1,248
-120
-9% -$22K ﹤0.01% 2919
2026
Q1 		$218K Buy
1,368
+41
+3% +$6.8K ﹤0.01% 2827
2025
Q4 		$209K Sell
1,327
-73
-5% -$11.4K ﹤0.01% 2615
2025
Q3 		$209K Sell
1,400
-220
-14% -$30.5K ﹤0.01% 2487
2025
Q2 		$207K Buy
+1,620
New +$187K ﹤0.01% 2343
2025
Q1 		– Sell
-2,002
Closed -$261K – 2542
2024
Q4 		$261K Hold
2,002
– – ﹤0.01% 2103
2024
Q3 		$247K Sell
2,002
-79
-4% -$9.55K ﹤0.01% 2194
2024
Q2 		$237K Sell
2,081
-158
-7% -$18.2K ﹤0.01% 1939
2024
Q1 		$271K Sell
2,239
-591
-21% -$68K ﹤0.01% 1922
2023
Q4 		$328K Buy
+2,830
New +$287K ﹤0.01% 1465
2023
Q3 		– Sell
-3,343
Closed -$365K – 1551
2023
Q2 		$365K Buy
3,343
+415
+14% +$43.6K ﹤0.01% 1316
2023
Q1 		$306K Buy
2,928
+372
+15% +$41.8K ﹤0.01% 1521
2022
Q4 		$276K Buy
+2,556
New +$278K ﹤0.01% 1178
2022
Q3 		– Sell
-2,798
Closed -$291K – 1214
2022
Q2 		$291K Sell
2,798
-432
-13% -$49.7K ﹤0.01% 917
2022
Q1 		$416K Buy
3,230
+346
+12% +$44.4K 0.01% 632
2021
Q4 		$403K Buy
+2,884
New +$418K 0.01% 661

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

Cerity Partners's IWC Position: Q2 2026 in Review

Cerity Partners reduced its iShares Micro-Cap ETF (IWC) stake by 8.8% in Q2 2026, selling an estimated $22K and leaving 1,248 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Cerity Partners first reported a position in IWC in Q4 2021 and has held it in 16 quarters since. The position peaked at $416K in Q1 2022. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Cerity Partners held 1,248 shares of iShares Micro-Cap ETF worth $250K as of Q2 2026.
  • Cerity Partners sold 120 iShares Micro-Cap ETF shares in Q2 2026, an estimated $22K.
  • iShares Micro-Cap ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2919 holding.
  • Cerity Partners first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Cerity Partners's iShares Micro-Cap ETF position peaked at $416K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.