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 Q2	$17.8K	Hold	89	–	–	0.01%	554
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 Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

DHJJ Financial Advisors's IWC Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 89 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #554.

DHJJ Financial Advisors first reported a position in IWC in Q3 2023 and has held it in 12 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

DHJJ Financial Advisors held 89 shares of iShares Micro-Cap ETF worth $17.8K as of Q2 2026.
DHJJ Financial Advisors left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #554 holding.
DHJJ Financial Advisors first reported a position in iShares Micro-Cap ETF in Q3 2023 and has held it in 12 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.