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

DHJJ Financial 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
Q1 		$14.2K Hold
89
– – ﹤0.01% 576
2025
Q4 		$14K Hold
89
– – ﹤0.01% 540
2025
Q3 		$13.3K Hold
89
– – ﹤0.01% 530
2025
Q2 		$11.4K Hold
89
– – ﹤0.01% 533
2025
Q1 		$9.87K Hold
89
– – ﹤0.01% 516
2024
Q4 		$11.6K Hold
89
– – ﹤0.01% 480
2024
Q3 		$11K Hold
89
– – ﹤0.01% 485
2024
Q2 		$10.1K Hold
89
– – ﹤0.01% 459
2024
Q1 		$10.8K Hold
89
– – ﹤0.01% 439
2023
Q4 		$10.3K Hold
89
– – ﹤0.01% 438
2023
Q3 		$8.91K Buy
+89
New +$9.62K ﹤0.01% 446

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

DHJJ Financial Advisors's IWC Position: Q1 2026 in Review

DHJJ Financial Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 89 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

DHJJ Financial Advisors first reported a position in IWC in Q3 2023 and has held it in 11 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • DHJJ Financial Advisors held 89 shares of iShares Micro-Cap ETF worth $14.2K as of Q1 2026.
  • DHJJ Financial Advisors left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #576 holding.
  • DHJJ Financial Advisors first reported a position in iShares Micro-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.