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

Eagle Global 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 		$231K Hold
1,450
– – 0.01% 259
2025
Q4 		$229K Hold
1,450
– – 0.01% 262
2025
Q3 		$216K Buy
+1,450
New +$201K 0.01% 265
2024
Q2 		– Sell
-1,750
Closed -$212K – 242
2024
Q1 		$212K Hold
1,750
– – 0.01% 225
2023
Q4 		$203K Buy
+1,750
New +$177K 0.01% 229
2023
Q1 		– Sell
-1,950
Closed -$210K – 221
2022
Q4 		$210K Hold
1,950
– – 0.01% 206
2022
Q3 		$202K Sell
1,950
-1,050
-35% -$119K 0.02% 207
2022
Q2 		$312K Hold
3,000
– – 0.02% 187
2022
Q1 		$387K Buy
3,000
+120
+4% +$15.4K 0.02% 188
2021
Q4 		$402K Sell
2,880
-500
-15% -$72.5K 0.03% 187
2021
Q3 		$488K Hold
3,380
– – 0.03% 172
2021
Q2 		$516K Buy
3,380
+880
+35% +$130K 0.03% 177
2021
Q1 		$367K Sell
2,500
-2,390
-49% -$341K 0.03% 204
2020
Q4 		$580K Hold
4,890
– – 0.05% 156
2020
Q3 		$442K Sell
4,890
-3,600
-42% -$328K 0.04% 152
2020
Q2 		$741K Hold
8,490
– – 0.07% 134
2020
Q1 		$569K Buy
8,490
+460
+6% +$40.6K 0.06% 136
2019
Q4 		$799K Sell
8,030
-1,250
-13% -$116K 0.04% 146
2019
Q3 		$818K Buy
9,280
+30
+0.3% +$2.69K 0.04% 143
2019
Q2 		$862K Hold
9,250
– – 0.03% 144
2019
Q1 		$858K Sell
9,250
-5,000
-35% -$461K 0.03% 141
2018
Q4 		$1.18M Buy
14,250
+9,665
+211% +$898K 0.05% 132
2018
Q3 		$487K Hold
4,585
– – 0.02% 176
2018
Q2 		$484K Buy
4,585
+1,000
+28% +$102K 0.02% 180
2018
Q1 		$344K Sell
3,585
-15
-0.4% -$1.46K 0.01% 191
2017
Q4 		$345K Buy
3,600
+1,400
+64% +$133K 0.01% 196
2017
Q3 		$208K Buy
+2,200
New +$194K 0.01% 235

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

Eagle Global Advisors's IWC Position: Q1 2026 in Review

Eagle Global Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 1,450 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #259.

Eagle Global Advisors first reported a position in IWC in Q3 2017 and has held it in 27 quarters since. The position peaked at $1.18M in Q4 2018. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Eagle Global Advisors held 1,450 shares of iShares Micro-Cap ETF worth $231K as of Q1 2026.
  • Eagle Global Advisors left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
  • iShares Micro-Cap ETF made up 0.01% of Eagle Global Advisors's portfolio in Q1 2026, its #259 holding.
  • Eagle Global Advisors first reported a position in iShares Micro-Cap ETF in Q3 2017 and has held it in 27 quarters since.
  • Eagle Global Advisors's iShares Micro-Cap ETF position peaked at $1.18M in Q4 2018.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Eagle Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.