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

Crescent Grove 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 		$343K Hold
1,716
– – 0.03% 231
2026
Q1 		$274K Sell
1,716
-374
-18% -$62K 0.03% 244
2025
Q4 		$330K Hold
2,090
– – 0.03% 226
2025
Q3 		$312K Hold
2,090
– – 0.03% 224
2025
Q2 		$267K Hold
2,090
– – 0.03% 242
2025
Q1 		$232K Hold
2,090
– – 0.02% 243
2024
Q4 		$272K Hold
2,090
– – 0.03% 223
2024
Q3 		$258K Hold
2,090
– – 0.03% 241
2024
Q2 		$238K Sell
2,090
-680
-25% -$78.4K 0.03% 249
2024
Q1 		$336K Hold
2,770
– – 0.04% 225
2023
Q4 		$321K Sell
2,770
-247
-8% -$25K 0.04% 227
2023
Q3 		$303K Sell
3,017
-295
-9% -$31.9K 0.04% 221
2023
Q2 		$362K Hold
3,312
– – 0.04% 214
2023
Q1 		$346K Sell
3,312
-20,137
-86% -$2.26M 0.04% 217
2022
Q4 		$2.53M Buy
23,449
+19,616
+512% +$2.14M 0.26% 58
2022
Q3 		$396K Hold
3,833
– – 0.05% 174
2022
Q2 		$398K Sell
3,833
-180
-4% -$20.7K 0.04% 180
2022
Q1 		$517K Buy
4,013
+188
+5% +$24.2K 0.05% 166
2021
Q4 		$534K Buy
3,825
+247
+7% +$35.8K 0.05% 160
2021
Q3 		$516K Buy
3,578
+1,491
+71% +$217K 0.05% 152
2021
Q2 		$318K Buy
2,087
+211
+11% +$31.3K 0.03% 187
2021
Q1 		$276K Buy
+1,876
New +$268K 0.03% 172

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

Crescent Grove Advisors's IWC Position: Q2 2026 in Review

Crescent Grove Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 1,716 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #231.

Crescent Grove Advisors first reported a position in IWC in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.53M in Q4 2022. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Crescent Grove Advisors held 1,716 shares of iShares Micro-Cap ETF worth $343K as of Q2 2026.
  • Crescent Grove Advisors left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q2 2026, its #231 holding.
  • Crescent Grove Advisors first reported a position in iShares Micro-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Crescent Grove Advisors's iShares Micro-Cap ETF position peaked at $2.53M in Q4 2022.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.