CIA
IWC icon

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

Concurrent Investment 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
Q1 		– Sell
-6,231
Closed -$983K – 1989
2025
Q4 		$983K Buy
6,231
+253
+4% +$39.4K 0.01% 840
2025
Q3 		$891K Buy
+5,978
New +$829K 0.02% 689

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B 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 $871B 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 $6.85B AUM 30.02% 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 $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Concurrent Investment Advisors's IWC Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2026, closing a stake of 6,231 shares — an estimated $983K sold.

Concurrent Investment Advisors first reported a position in IWC in Q3 2025 and held it in 2 quarters. The position peaked at $983K in Q4 2025. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 6,231 iShares Micro-Cap ETF shares in Q1 2026, an estimated $983K.
  • Concurrent Investment Advisors first reported a position in iShares Micro-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's iShares Micro-Cap ETF position peaked at $983K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.