Claro Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Claro Advisors’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	$235K	Buy	+1,173	New	+$215K	0.02%	474
2023 Q3	–	Sell	-2,657	Closed	-$290K	–	387
2023 Q2	$290K	Buy	2,657 +344	+15%	+$36.1K	0.07%	270
2023 Q1	$242K	Buy	2,313 +29	+1%	+$3.25K	0.07%	277
2022 Q4	$246K	Buy	2,284 +338	+17%	+$36.8K	0.08%	247
2022 Q3	$202K	Hold	1,946	–	–	0.08%	246
2022 Q2	$202K	Buy	+1,946	New	+$224K	0.08%	246

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Claro Advisors's IWC Position: Q2 2026 in Review

Claro Advisors opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,173 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #474 among its holdings. This is a return to the name: Claro Advisors previously reported a position in IWC as recently as Q2 2023.

Claro Advisors first reported a position in IWC in Q2 2022 and has held it in 6 quarters since. The position peaked at $290K in Q2 2023. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Claro Advisors held 1,173 shares of iShares Micro-Cap ETF worth $235K as of Q2 2026.
iShares Micro-Cap ETF was a new Claro Advisors position in Q2 2026.
iShares Micro-Cap ETF made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #474 holding.
Claro Advisors first reported a position in iShares Micro-Cap ETF in Q2 2022 and has held it in 6 quarters since.
Claro Advisors's iShares Micro-Cap ETF position peaked at $290K in Q2 2023.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.