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

Clarus Wealth 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
2025
Q1 		– Sell
-3,035
Closed -$377K – 118
2024
Q4 		$377K Sell
3,035
-79
-3% -$10.3K 0.19% 87
2024
Q3 		$379K Sell
3,114
-5
-0.2% -$604 0.19% 91
2024
Q2 		$357K Sell
3,119
-79
-2% -$9.11K 0.19% 91
2024
Q1 		$369K Hold
3,198
– – 0.21% 91
2023
Q4 		$349K Buy
+3,198
New +$324K 0.21% 91
2023
Q2 		$350K Buy
3,220
+88
+3% +$9.24K 0.21% 92
2023
Q1 		$318K Buy
3,132
+228
+8% +$25.6K 0.2% 97
2022
Q4 		$325K Buy
2,904
+499
+21% +$54.3K 0.21% 94
2022
Q3 		$249K Buy
2,405
+2
+0.1% +$227 0.18% 94
2022
Q2 		$258K Buy
2,403
+209
+10% +$24.1K 0.18% 87
2022
Q1 		$272K Buy
2,194
+387
+21% +$49.7K 0.17% 87
2021
Q4 		$245K Buy
1,807
+223
+14% +$32.4K 0.14% 90
2021
Q3 		$230K Hold
1,584
– – 0.14% 93
2021
Q2 		$237K Buy
1,584
+191
+14% +$28.3K 0.15% 91
2021
Q1 		$205K Sell
1,393
-539
-28% -$77K 0.13% 124
2020
Q4 		$244K Buy
+1,932
New +$204K 0.16% 111
2019
Q3 		– Sell
-1,892
Closed -$176K – 356
2019
Q2 		$176K Buy
1,892
+1,723
+1,020% +$160K 0.13% 129
2019
Q1 		$16K Hold
169
– – 0.01% 458
2018
Q4 		$14K Hold
169
– – 0.02% 460
2018
Q3 		$18K Hold
169
– – 0.01% 448
2018
Q2 		$16K Buy
+169
New +$17.3K 0.01% 455

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Clarus Wealth Advisors's IWC Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 3,035 shares — an estimated $377K sold.

Clarus Wealth Advisors first reported a position in IWC in Q2 2018 and held it in 21 quarters. The position peaked at $379K in Q3 2024. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,035 iShares Micro-Cap ETF shares in Q1 2025, an estimated $377K.
  • Clarus Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q2 2018 and held it in 21 quarters.
  • Clarus Wealth Advisors's iShares Micro-Cap ETF position peaked at $379K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.