Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Micro-Cap ETF IWC Stock Holding History

Cetera Investment Advisers’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 		$17.3M Buy
108,219
+13,520
+14% +$2.24M 0.02% 750
2025
Q4 		$14.9M Sell
94,699
-1,562
-2% -$243K 0.02% 804
2025
Q3 		$14.4M Buy
96,261
+68,612
+248% +$9.52M 0.02% 799
2025
Q2 		$3.53M Sell
27,649
-1,456
-5% -$168K 0.01% 1434
2025
Q1 		$3.23M Sell
29,105
-6,218
-18% -$775K 0.01% 1390
2024
Q4 		$4.61M Buy
35,323
+4,443
+14% +$578K 0.01% 1078
2024
Q3 		$3.81M Buy
30,880
+1,364
+5% +$165K 0.01% 1160
2024
Q2 		$3.36M Sell
29,516
-1,119
-4% -$129K 0.01% 1215
2024
Q1 		$3.71M Buy
30,635
+27,300
+819% +$3.14M 0.01% 1147
2023
Q4 		$387K Buy
3,335
+443
+15% +$44.9K ﹤0.01% 1635
2023
Q3 		$289K Buy
+2,892
New +$313K ﹤0.01% 1752
2022
Q2 		– Sell
-1,882
Closed -$243K – 1895
2022
Q1 		$243K Buy
1,882
+429
+30% +$55.1K ﹤0.01% 1590
2021
Q4 		$203K Buy
+1,453
New +$211K ﹤0.01% 1731

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

Cetera Investment Advisers's IWC Position: Q1 2026 in Review

Cetera Investment Advisers increased its iShares Micro-Cap ETF (IWC) stake by 14% in Q1 2026, buying an estimated $2.24M and bringing the position to 108,219 shares worth $17.3M. The position accounts for 0.02% of the portfolio, ranked #750.

Cetera Investment Advisers first reported a position in IWC in Q4 2021 and has held it in 13 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Cetera Investment Advisers held 108,219 shares of iShares Micro-Cap ETF worth $17.3M as of Q1 2026.
  • Cetera Investment Advisers bought 13,520 iShares Micro-Cap ETF shares in Q1 2026, an estimated $2.24M.
  • iShares Micro-Cap ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #750 holding.
  • Cetera Investment Advisers first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.