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IWC icon

Certuity’s iShares Micro-Cap ETF IWC Stock Holding History

Certuity’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 		$2.01M Buy
10,039
+13
+0.1% +$2.38K 0.1% 116
2026
Q1 		$1.6M Sell
10,026
-14
-0.1% -$2.32K 0.11% 119
2025
Q4 		$1.58M Buy
10,040
+45
+0.5% +$7K 0.1% 124
2025
Q3 		$1.49M Buy
9,995
+56
+0.6% +$7.77K 0.1% 123
2025
Q2 		$1.27M Buy
9,939
+26
+0.3% +$3.01K 0.12% 108
2025
Q1 		$1.1M Buy
9,913
+23
+0.2% +$2.87K 0.12% 115
2024
Q4 		$1.29M Buy
9,890
+29
+0.3% +$3.78K 0.14% 100
2024
Q3 		$1.22M Buy
9,861
+34
+0.3% +$4.11K 0.13% 118
2024
Q2 		$1.12M Buy
9,827
+28
+0.3% +$3.23K 0.09% 118
2024
Q1 		$1.19M Buy
9,799
+9
+0.1% +$1.03K 0.1% 102
2023
Q4 		$1.14M Buy
9,790
+74
+0.8% +$7.5K 0.11% 100
2023
Q3 		$973K Hold
9,716
– – 0.11% 83
2023
Q2 		$1.06M Sell
9,716
-284
-3% -$29.8K 0.12% 83
2023
Q1 		$1.05M Buy
10,000
+345
+4% +$38.7K 0.15% 67
2022
Q4 		$1.04M Buy
9,655
+34
+0.4% +$3.7K 0.16% 65
2022
Q3 		$995K Buy
9,621
+45
+0.5% +$5.11K 0.23% 52
2022
Q2 		$996K Buy
9,576
+25
+0.3% +$2.88K 0.26% 52
2022
Q1 		$1.23M Buy
9,551
+9
+0.1% +$1.16K 0.27% 62
2021
Q4 		$1.33M Buy
9,542
+8
+0.1% +$1.16K 0.29% 55
2021
Q3 		$1.38M Buy
9,534
+18
+0.2% +$2.62K 0.27% 65
2021
Q2 		$1.45M Buy
9,516
+37
+0.4% +$5.48K 0.34% 53
2021
Q1 		$1.39M Buy
9,479
+11
+0.1% +$1.57K 0.37% 49
2020
Q4 		$1.12M Buy
9,468
+30
+0.3% +$3.17K 0.36% 46
2020
Q3 		$854K Buy
9,438
+32
+0.3% +$2.92K 0.34% 49
2020
Q2 		$821K Buy
9,406
+24
+0.3% +$1.88K 0.38% 46
2020
Q1 		$629K Sell
9,382
-56
-0.6% -$4.95K 0.35% 51
2019
Q4 		$939K Buy
+9,438
New +$873K 0.45% 44

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

Certuity's IWC Position: Q2 2026 in Review

Certuity increased its iShares Micro-Cap ETF (IWC) stake by 0.13% in Q2 2026, buying an estimated $2.38K and bringing the position to 10,039 shares worth $2.01M. The position accounts for 0.1% of the portfolio, ranked #116.

Certuity first reported a position in IWC in Q4 2019 and has held it in 27 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Certuity held 10,039 shares of iShares Micro-Cap ETF worth $2.01M as of Q2 2026.
  • Certuity bought 13 iShares Micro-Cap ETF shares in Q2 2026, an estimated $2.38K.
  • iShares Micro-Cap ETF made up 0.1% of Certuity's portfolio in Q2 2026, its #116 holding.
  • Certuity first reported a position in iShares Micro-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.