Clear Creek Financial Management’s iShares Micro-Cap ETF IWC Stock Holding History

Clear Creek Financial Management’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	–	Sell	-4,272	Closed	-$682K	–	660
2026 Q1	$682K	Sell	4,272 -62	-1%	-$10.3K	0.05%	324
2025 Q4	$683K	Buy	4,334 +13	+0.3%	+$2.02K	0.06%	305
2025 Q3	$644K	Sell	4,321 -335	-7%	-$46.5K	0.06%	318
2025 Q2	$594K	Sell	4,656 -784	-14%	-$90.6K	0.06%	322
2025 Q1	$603K	Buy	5,440 +162	+3%	+$20.2K	0.06%	282
2024 Q4	$688K	Buy	5,278 +716	+16%	+$93.2K	0.07%	240
2024 Q3	$563K	Buy	4,562 +757	+20%	+$91.5K	0.06%	241
2024 Q2	$434K	Buy	3,805 +809	+27%	+$93.3K	0.05%	275
2024 Q1	$363K	Buy	2,996 +584	+24%	+$67.2K	0.05%	295
2023 Q4	$280K	Buy	+2,412	New	+$245K	0.04%	271

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

Clear Creek Financial Management's IWC Position: Q2 2026 in Review

Clear Creek Financial Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 4,272 shares — an estimated $682K sold.

Clear Creek Financial Management first reported a position in IWC in Q4 2023 and held it in 10 quarters. The position peaked at $688K in Q4 2024. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Clear Creek Financial Management reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
Clear Creek Financial Management sold 4,272 iShares Micro-Cap ETF shares in Q2 2026, an estimated $682K.
Clear Creek Financial Management first reported a position in iShares Micro-Cap ETF in Q4 2023 and held it in 10 quarters.
Clear Creek Financial Management's iShares Micro-Cap ETF position peaked at $688K in Q4 2024.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.