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

CoreCap 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 		$263K Sell
1,313
-242
-16% -$44.3K 0.01% 755
2026
Q1 		$248K Sell
1,555
-130
-8% -$21.6K 0.01% 729
2025
Q4 		$266K Buy
1,685
+50
+3% +$7.78K 0.01% 697
2025
Q3 		$244K Buy
1,635
+237
+17% +$32.9K 0.01% 741
2025
Q2 		$178K Sell
1,398
-236
-14% -$27.3K 0.01% 777
2025
Q1 		$181K Buy
1,634
+219
+15% +$27.3K 0.01% 705
2024
Q4 		$184K Buy
1,415
+21
+2% +$2.73K 0.01% 728
2024
Q3 		$172K Buy
+1,394
New +$168K 0.01% 737
2024
Q2 		– Sell
-1,372
Closed -$166K – 2104
2024
Q1 		$166K Buy
+1,372
New +$158K 0.01% 679
2022
Q4 		$110K Buy
+1,017
New +$111K 0.01% 703
2022
Q3 		– Sell
-856
Closed -$89K – 1301
2022
Q2 		$89K Buy
+856
New +$98.6K 0.01% 735
2022
Q1 		– Sell
-585
Closed -$82K – 1305
2021
Q4 		$82K Buy
+585
New +$84.9K 0.01% 828

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

CoreCap Advisors's IWC Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 16% in Q2 2026, selling an estimated $44.3K and leaving 1,313 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #755.

CoreCap Advisors first reported a position in IWC in Q4 2021 and has held it in 12 quarters since. The position peaked at $266K in Q4 2025. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • CoreCap Advisors held 1,313 shares of iShares Micro-Cap ETF worth $263K as of Q2 2026.
  • CoreCap Advisors sold 242 iShares Micro-Cap ETF shares in Q2 2026, an estimated $44.3K.
  • iShares Micro-Cap ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #755 holding.
  • CoreCap Advisors first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's iShares Micro-Cap ETF position peaked at $266K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.