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
Q2 		$21.3M Sell
106,545
-1,674
-2% -$306K 0.02% 722
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 $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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Cetera Investment Advisers's IWC Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares Micro-Cap ETF (IWC) stake by 1.5% in Q2 2026, selling an estimated $306K and leaving 106,545 shares worth $21.3M. The position accounts for 0.02% of the portfolio, ranked #722.

Cetera Investment Advisers first reported a position in IWC in Q4 2021 and has held it in 14 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Cetera Investment Advisers held 106,545 shares of iShares Micro-Cap ETF worth $21.3M as of Q2 2026.
  • Cetera Investment Advisers sold 1,674 iShares Micro-Cap ETF shares in Q2 2026, an estimated $306K.
  • iShares Micro-Cap ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #722 holding.
  • Cetera Investment Advisers first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.