EWM
IWC icon

Empirical Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Empirical Wealth 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
2026
Q2 		$28.2M Buy
140,737
+73
+0.1% +$13.4K 0.41% 46
2026
Q1 		$22.5M Sell
140,664
-5,352
-4% -$888K 0.39% 45
2025
Q4 		$23M Buy
146,016
+211
+0.1% +$32.8K 0.41% 42
2025
Q3 		$21.7M Sell
145,805
-639
-0.4% -$88.7K 0.43% 42
2025
Q2 		$18.7M Buy
146,444
+32,082
+28% +$3.71M 0.42% 48
2025
Q1 		$12.7M Buy
114,362
+11,879
+12% +$1.48M 0.33% 59
2024
Q4 		$13.4M Buy
102,483
+248
+0.2% +$32.3K 0.36% 55
2024
Q3 		$12.6M Buy
102,235
+4,362
+4% +$527K 0.35% 59
2024
Q2 		$11.2M Sell
97,873
-3,978
-4% -$459K 0.33% 62
2024
Q1 		$12.3M Sell
101,851
-552
-0.5% -$63.5K 0.37% 53
2023
Q4 		$11.9M Sell
102,403
-11,086
-10% -$1.12M 0.39% 52
2023
Q3 		$11.4M Sell
113,489
-3,684
-3% -$398K 0.44% 49
2023
Q2 		$12.8M Sell
117,173
-3,147
-3% -$331K 0.52% 36
2023
Q1 		$12.6M Sell
120,320
-7,546
-6% -$847K 0.55% 32
2022
Q4 		$13.8M Sell
127,866
-6,569
-5% -$715K 0.65% 32
2022
Q3 		$13.9M Buy
134,435
+8,820
+7% +$1M 0.73% 28
2022
Q2 		$13.1M Buy
125,615
+25,790
+26% +$2.97M 0.69% 28
2022
Q1 		$12.9M Sell
99,825
-9,704
-9% -$1.25M 0.64% 32
2021
Q4 		$15.3M Buy
109,529
+9,267
+9% +$1.34M 0.76% 29
2021
Q3 		$14.5M Sell
100,262
-3,033
-3% -$441K 0.82% 25
2021
Q2 		$15.8M Buy
103,295
+17,041
+20% +$2.53M 0.95% 22
2021
Q1 		$12.7M Sell
86,254
-26,241
-23% -$3.75M 1.02% 18
2020
Q4 		$13.3M Sell
112,495
-3,581
-3% -$378K 1.02% 19
2020
Q3 		$10.5M Buy
116,076
+1,726
+2% +$157K 0.9% 23
2020
Q2 		$9.98M Sell
114,350
-531
-0.5% -$41.5K 0.93% 21
2020
Q1 		$7.7M Buy
114,881
+51,540
+81% +$4.55M 0.84% 24
2019
Q4 		$6.3M Sell
63,341
-1,027
-2% -$95K 0.69% 25
2019
Q3 		$5.67M Sell
64,368
-10,117
-14% -$909K 0.69% 23
2019
Q2 		$6.94M Buy
74,485
+5,800
+8% +$538K 0.9% 19
2019
Q1 		$6.37M Buy
68,685
+9,009
+15% +$830K 0.93% 19
2018
Q4 		$4.92M Buy
59,676
+42,499
+247% +$3.95M 0.84% 21
2018
Q3 		$1.83M Hold
17,177
– – 0.32% 41
2018
Q2 		$1.81M Sell
17,177
-912
-5% -$93.2K 0.34% 38
2018
Q1 		$1.74M Buy
18,089
+9,793
+118% +$954K 0.34% 43
2017
Q4 		$794K Buy
8,296
+501
+6% +$47.5K 0.17% 64
2017
Q3 		$736K Hold
7,795
– – 0.17% 69
2017
Q2 		$693K Hold
7,795
– – 0.17% 66
2017
Q1 		$668K Sell
7,795
-350
-4% -$29.7K 0.17% 64
2016
Q4 		$699K Sell
8,145
-317
-4% -$25.5K 0.17% 60
2016
Q3 		$660K Sell
8,462
-1,309
-13% -$98.3K 0.17% 60
2016
Q2 		$691K Sell
9,771
-6,303
-39% -$440K 0.18% 61
2016
Q1 		$1.09M Sell
16,074
-6,965
-30% -$450K 0.26% 48
2015
Q4 		$1.66M Buy
23,039
+6,125
+36% +$452K 0.4% 28
2015
Q3 		$1.18M Buy
16,914
+1,571
+10% +$120K 0.28% 47
2015
Q2 		$1.25M Sell
15,343
-105
-0.7% -$8.44K 0.29% 46
2015
Q1 		$1.22M Sell
15,448
-132
-0.8% -$10.2K 0.29% 45
2014
Q4 		$1.2M Buy
15,580
+7,572
+95% +$550K 0.29% 44
2014
Q3 		$557K Sell
8,008
-316
-4% -$23K 0.13% 65
2014
Q2 		$634K Sell
8,324
-773
-8% -$56.6K 0.16% 59
2014
Q1 		$703K Buy
9,097
+886
+11% +$68.1K 0.19% 54
2013
Q4 		$617K Buy
8,211
+142
+2% +$10.1K 0.17% 54
2013
Q3 		$553K Sell
8,069
-88
-1% -$5.81K 0.17% 54
2013
Q2 		$504K Buy
+8,157
New +$487K 0.17% 54

Other funds holding IWC

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
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
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management's IWC Position: Q2 2026 in Review

Empirical Wealth Management increased its iShares Micro-Cap ETF (IWC) stake by 0.05% in Q2 2026, buying an estimated $13.4K and bringing the position to 140,737 shares worth $28.2M. The position accounts for 0.41% of the portfolio, ranked #46.

Empirical Wealth Management first reported a position in IWC in Q2 2013 and has held it in 53 quarters since. 32 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Empirical Wealth Management held 140,737 shares of iShares Micro-Cap ETF worth $28.2M as of Q2 2026.
  • Empirical Wealth Management bought 73 iShares Micro-Cap ETF shares in Q2 2026, an estimated $13.4K.
  • iShares Micro-Cap ETF made up 0.41% of Empirical Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Empirical Wealth Management first reported a position in iShares Micro-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.