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Diversified Trust’s iShares Micro-Cap ETF IWC Stock Holding History

Diversified Trust’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 		$224K Buy
+1,121
New +$205K ﹤0.01% 1017

Other funds holding IWC

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Diversified Trust's IWC Position: Q2 2026 in Review

Diversified Trust opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,121 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings.

53 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Diversified Trust held 1,121 shares of iShares Micro-Cap ETF worth $224K as of Q2 2026.
  • iShares Micro-Cap ETF was a new Diversified Trust position in Q2 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1017 holding.
  • 53 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.