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

Clearstead 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	$34K	Buy	170 +91	+115%	+$16.7K	﹤0.01%	1614
2026 Q1	$12.6K	Hold	79	–	–	﹤0.01%	1541
2025 Q4	$12.5K	Hold	79	–	–	﹤0.01%	1834
2025 Q3	$11.8K	Hold	79	–	–	﹤0.01%	1873
2025 Q2	$10.1K	Hold	79	–	–	﹤0.01%	1888
2025 Q1	$8.76K	Hold	79	–	–	﹤0.01%	1636
2024 Q4	$10.3K	Hold	79	–	–	﹤0.01%	1561
2024 Q3	$9.74K	Hold	79	–	–	﹤0.01%	1583
2024 Q2	$9.01K	Hold	79	–	–	﹤0.01%	1562
2024 Q1	$9.24K	Hold	79	–	–	﹤0.01%	1064
2023 Q4	$9.17K	Hold	79	–	–	﹤0.01%	1075
2023 Q3	$7.91K	Hold	79	–	–	﹤0.01%	1031
2023 Q2	$8.63K	Hold	79	–	–	﹤0.01%	1000
2023 Q1	$8.26K	Hold	79	–	–	﹤0.01%	974
2022 Q4	$8.52K	Hold	79	–	–	﹤0.01%	922
2022 Q3	$8K	Hold	79	–	–	﹤0.01%	917
2022 Q2	$8K	Hold	79	–	–	﹤0.01%	950
2022 Q1	$10K	Hold	79	–	–	﹤0.01%	985
2021 Q4	$11K	Hold	79	–	–	﹤0.01%	922
2021 Q3	$11K	Hold	79	–	–	﹤0.01%	931
2021 Q2	$12K	Hold	79	–	–	﹤0.01%	778
2021 Q1	$12K	Hold	79	–	–	﹤0.01%	754
2020 Q4	$9K	Hold	79	–	–	﹤0.01%	732
2020 Q3	$7K	Hold	79	–	–	﹤0.01%	710
2020 Q2	$7K	Hold	79	–	–	﹤0.01%	634
2020 Q1	$5K	Buy	+79	New	+$6.98K	﹤0.01%	641

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

Clearstead Advisors's IWC Position: Q2 2026 in Review

Clearstead Advisors increased its iShares Micro-Cap ETF (IWC) stake by 115% in Q2 2026, buying an estimated $16.7K and bringing the position to 170 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Clearstead Advisors first reported a position in IWC in Q1 2020 and has held it in 26 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Clearstead Advisors held 170 shares of iShares Micro-Cap ETF worth $34K as of Q2 2026.
Clearstead Advisors bought 91 iShares Micro-Cap ETF shares in Q2 2026, an estimated $16.7K.
iShares Micro-Cap ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1614 holding.
Clearstead Advisors first reported a position in iShares Micro-Cap ETF in Q1 2020 and has held it in 26 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.