CCFM
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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
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
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return