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Comprehensive Money Management Services’s iShares Micro-Cap ETF IWC Stock Holding History

Comprehensive Money Management Services’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 		$355K Hold
1,775
– – 0.22% 135
2026
Q1 		$283K Hold
1,775
– – 0.19% 162
2025
Q4 		$280K Hold
1,775
– – 0.19% 154
2025
Q3 		$265K Sell
1,775
-56
-3% -$7.77K 0.19% 159
2025
Q2 		$234K Hold
1,831
– – 0.18% 166
2025
Q1 		$203K Hold
1,831
– – 0.16% 168
2024
Q4 		$239K Buy
+1,831
New +$238K 0.2% 152

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

Comprehensive Money Management Services's IWC Position: Q2 2026 in Review

Comprehensive Money Management Services held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 1,775 shares worth $355K. The position accounts for 0.22% of the portfolio, ranked #135.

Comprehensive Money Management Services first reported a position in IWC in Q4 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Comprehensive Money Management Services held 1,775 shares of iShares Micro-Cap ETF worth $355K as of Q2 2026.
  • Comprehensive Money Management Services left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up 0.22% of Comprehensive Money Management Services's portfolio in Q2 2026, its #135 holding.
  • Comprehensive Money Management Services first reported a position in iShares Micro-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.