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David Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

David Wealth Management’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
Q2 		$264K Hold
2,067
– – 0.2% 44
2025
Q1 		$229K Hold
2,067
– – 0.19% 46
2024
Q4 		$269K Buy
+2,067
New +$269K 0.22% 41

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

David Wealth Management's IWC Position: Q2 2025 in Review

David Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2025 at 2,067 shares worth $264K. The position accounts for 0.2% of the portfolio, ranked #44.

David Wealth Management first reported a position in IWC in Q4 2024 and has held it in 3 quarters since. The position peaked at $269K in Q4 2024. 207 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

  • David Wealth Management held 2,067 shares of iShares Micro-Cap ETF worth $264K as of Q2 2025.
  • David Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q2 2025.
  • iShares Micro-Cap ETF made up 0.2% of David Wealth Management's portfolio in Q2 2025, its #44 holding.
  • David Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • David Wealth Management's iShares Micro-Cap ETF position peaked at $269K in Q4 2024.
  • 207 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.