Eastern Bank
IWC icon

Eastern Bank’s iShares Micro-Cap ETF IWC Stock Holding History

Eastern Bank’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
Q3 		$203K Buy
+1,100
New +$213K ﹤0.01% 384
2026
Q2 		– Sell
-8
Closed -$1.28K – 1123
2026
Q1 		$1.28K Buy
+8
New +$1.33K ﹤0.01% 1024

Other funds holding IWC

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Eastern Bank's IWC Position: Q3 2026 in Review

Eastern Bank opened a new position in iShares Micro-Cap ETF (IWC) in Q3 2026: 1,100 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: Eastern Bank previously reported a position in IWC as recently as Q1 2026.

Eastern Bank first reported a position in IWC in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Eastern Bank held 1,100 shares of iShares Micro-Cap ETF worth $203K as of Q3 2026.
  • iShares Micro-Cap ETF was a new Eastern Bank position in Q3 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #384 holding.
  • Eastern Bank first reported a position in iShares Micro-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.