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Cullen/Frost Bankers’s iShares Micro-Cap ETF IWC Stock Holding History

Cullen/Frost Bankers’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
2025
Q1 		– Sell
-110
Closed -$14.3K – 1396
2024
Q4 		$14.3K Hold
110
– – ﹤0.01% 828
2024
Q3 		$13.6K Buy
+110
New +$13.3K ﹤0.01% 851

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cullen/Frost Bankers's IWC Position: Q1 2025 in Review

Cullen/Frost Bankers sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 110 shares — an estimated $14.3K sold.

Cullen/Frost Bankers first reported a position in IWC in Q3 2024 and held it in 2 quarters. The position peaked at $14.3K in Q4 2024. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

  • Cullen/Frost Bankers reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 110 iShares Micro-Cap ETF shares in Q1 2025, an estimated $14.3K.
  • Cullen/Frost Bankers first reported a position in iShares Micro-Cap ETF in Q3 2024 and held it in 2 quarters.
  • Cullen/Frost Bankers's iShares Micro-Cap ETF position peaked at $14.3K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on Cullen/Frost Bankers's 13F filing for Q1 2025, filed 2 May 2025.