Clark Capital Management Group’s iShares Micro-Cap ETF IWC Stock Holding History

Clark Capital Management Group’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
2025 Q1	–	Sell	-16,683	Closed	-$2.18M	–	452
2024 Q4	$2.18M	Sell	16,683 -8,167	-33%	-$1.06M	0.02%	254
2024 Q3	$3.06M	Sell	24,850 -10,433	-30%	-$1.26M	0.02%	222
2024 Q2	$4.02M	Buy	35,283 +1,290	+4%	+$149K	0.03%	187
2024 Q1	$4.12M	Buy	+33,993	New	+$3.91M	0.03%	196
2022 Q2	–	Sell	-26,051	Closed	-$3.36M	–	361
2022 Q1	$3.36M	Buy	+26,051	New	+$3.35M	0.04%	206
2021 Q2	–	Sell	-5,375	Closed	-$790K	–	346
2021 Q1	$790K	Buy	+5,375	New	+$768K	0.01%	268
2015 Q3	–	Sell	-120,705	Closed	-$9.84M	–	326
2015 Q2	$9.84M	Buy	120,705 +55,399	+85%	+$4.45M	0.9%	32
2015 Q1	$5.16M	Buy	+65,306	New	+$5.02M	0.47%	65
2014 Q2	–	Sell	-4,126	Closed	-$319K	–	346
2014 Q1	$319K	Buy	4,126 +20	+0.5%	+$1.54K	0.03%	249
2013 Q4	$308K	Buy	4,106 +831	+25%	+$59.1K	0.03%	264
2013 Q3	$224K	Buy	+3,275	New	+$216K	0.02%	310

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Clark Capital Management Group's IWC Position: Q1 2025 in Review

Clark Capital Management Group sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 16,683 shares — an estimated $2.18M sold.

Clark Capital Management Group first reported a position in IWC in Q3 2013 and held it in 11 quarters. The position peaked at $9.84M in Q2 2015. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

Clark Capital Management Group reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
Clark Capital Management Group sold 16,683 iShares Micro-Cap ETF shares in Q1 2025, an estimated $2.18M.
Clark Capital Management Group first reported a position in iShares Micro-Cap ETF in Q3 2013 and held it in 11 quarters.
Clark Capital Management Group's iShares Micro-Cap ETF position peaked at $9.84M in Q2 2015.
208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on Clark Capital Management Group's 13F filing for Q1 2025, filed 15 May 2025.