EMC Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

EMC Capital Management’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 Q4	$1.85M	Buy	+11,741	New	+$1.83M	0.82%	11

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

EMC Capital Management's IWC Position: Q4 2025 in Review

EMC Capital Management opened a new position in iShares Micro-Cap ETF (IWC) in Q4 2025: 11,741 shares worth $1.85M. The stake represents 0.82% of the portfolio and ranks #11 among its holdings.

258 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

EMC Capital Management held 11,741 shares of iShares Micro-Cap ETF worth $1.85M as of Q4 2025.
iShares Micro-Cap ETF was a new EMC Capital Management position in Q4 2025.
iShares Micro-Cap ETF made up 0.82% of EMC Capital Management's portfolio in Q4 2025, its #11 holding.
258 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

Based on EMC Capital Management's 13F filing for Q4 2025, filed 9 Mar 2026.