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CVA Family Office’s iShares Micro-Cap ETF IWC Stock Holding History

CVA Family Office’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 		$400 Hold
2
– – ﹤0.01% 1743
2026
Q1 		$319 Hold
2
– – ﹤0.01% 1791
2025
Q4 		$315 Hold
2
– – ﹤0.01% 1269
2025
Q3 		$298 Hold
2
– – ﹤0.01% 1280
2025
Q2 		$255 Hold
2
– – ﹤0.01% 1263
2025
Q1 		$222 Hold
2
– – ﹤0.01% 1377
2024
Q4 		$261 Buy
+2
New +$260 ﹤0.01% 1271

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

CVA Family Office's IWC Position: Q2 2026 in Review

CVA Family Office held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 2 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

CVA Family Office 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.

  • CVA Family Office held 2 shares of iShares Micro-Cap ETF worth $400 as of Q2 2026.
  • CVA Family Office left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1743 holding.
  • CVA Family Office 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 CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.