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Eagle Bay Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Eagle Bay 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
2025
Q1 		– Sell
-330
Closed -$43K – 544
2024
Q4 		$43K Sell
330
-60
-15% -$7.81K 0.03% 354
2024
Q3 		$48.1K Sell
390
-98
-20% -$11.8K 0.02% 457
2024
Q2 		$55.6K Sell
488
-10
-2% -$1.15K 0.03% 318
2024
Q1 		$60.4K Sell
498
-213
-30% -$24.5K 0.04% 283
2023
Q4 		$82.5K Sell
711
-195
-22% -$19.8K 0.05% 235
2023
Q3 		$90.7K Buy
906
+160
+21% +$17.3K 0.04% 268
2023
Q2 		$81.5K Sell
746
-70
-9% -$7.35K 0.05% 262
2023
Q1 		$85.3K Sell
816
-975
-54% -$109K 0.05% 281
2022
Q4 		$193K Buy
1,791
+381
+27% +$41.5K 0.11% 139
2022
Q3 		$146K Buy
1,410
+45
+3% +$5.11K 0.09% 147
2022
Q2 		$142K Buy
1,365
+1,053
+338% +$121K 0.09% 153
2022
Q1 		$40K Buy
312
+206
+194% +$26.5K 0.03% 166
2021
Q4 		$15K Buy
+106
New +$15.4K 0.01% 619

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Eagle Bay Advisors's IWC Position: Q1 2025 in Review

Eagle Bay Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 330 shares — an estimated $43K sold.

Eagle Bay Advisors first reported a position in IWC in Q4 2021 and held it in 13 quarters. The position peaked at $193K in Q4 2022. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

  • Eagle Bay Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 330 iShares Micro-Cap ETF shares in Q1 2025, an estimated $43K.
  • Eagle Bay Advisors first reported a position in iShares Micro-Cap ETF in Q4 2021 and held it in 13 quarters.
  • Eagle Bay Advisors's iShares Micro-Cap ETF position peaked at $193K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.