CA
IWC icon

Clune & Associates’s iShares Micro-Cap ETF IWC Stock Holding History

Clune & Associates’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
-2,051
Closed -$327K – 175
2026
Q1 		$327K Buy
2,051
+94
+5% +$15.6K 0.06% 132
2025
Q4 		$309K Buy
1,957
+233
+14% +$36.2K 0.07% 134
2025
Q3 		$257K Buy
+1,724
New +$239K 0.06% 137

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Clune & Associates's IWC Position: Q2 2026 in Review

Clune & Associates sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 2,051 shares — an estimated $327K sold.

Clune & Associates first reported a position in IWC in Q3 2025 and held it in 3 quarters. The position peaked at $327K in Q1 2026. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Clune & Associates reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Clune & Associates sold 2,051 iShares Micro-Cap ETF shares in Q2 2026, an estimated $327K.
  • Clune & Associates first reported a position in iShares Micro-Cap ETF in Q3 2025 and held it in 3 quarters.
  • Clune & Associates's iShares Micro-Cap ETF position peaked at $327K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.