EWM
IWC icon

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

Endowment 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 		$2.32M Buy
11,587
+526
+5% +$96.3K 0.9% 29
2026
Q1 		$1.77M Buy
11,061
+601
+6% +$99.7K 0.78% 35
2025
Q4 		$1.65M Sell
10,460
-4,669
-31% -$726K 0.76% 32
2025
Q3 		$2.26M Buy
15,129
+1,823
+14% +$253K 1.02% 28
2025
Q2 		$1.7M Buy
13,306
+1,735
+15% +$201K 0.88% 34
2025
Q1 		$1.28M Buy
11,571
+1,817
+19% +$226K 0.83% 37
2024
Q4 		$1.27M Buy
9,754
+1,259
+15% +$164K 0.85% 34
2024
Q3 		$1.05M Buy
8,495
+1,534
+22% +$185K 0.69% 43
2024
Q2 		$794K Buy
6,961
+653
+10% +$75.3K 0.58% 46
2024
Q1 		$765K Buy
6,308
+791
+14% +$91K 0.57% 46
2023
Q4 		$640K Buy
5,517
+91
+2% +$9.23K 0.53% 45
2023
Q3 		$543K Buy
5,426
+553
+11% +$59.8K 0.49% 54
2023
Q2 		$533K Buy
4,873
+171
+4% +$18K 0.49% 53
2023
Q1 		$491K Buy
4,702
+426
+10% +$47.8K 0.49% 55
2022
Q4 		$461K Buy
4,276
+385
+10% +$41.9K 0.51% 51
2022
Q3 		$402K Buy
3,891
+304
+8% +$34.5K 0.49% 57
2022
Q2 		$373K Buy
3,587
+302
+9% +$34.8K 0.45% 60
2022
Q1 		$423K Sell
3,285
-288
-8% -$37K 0.44% 55
2021
Q4 		$499K Buy
+3,573
New +$518K 0.5% 42

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Endowment Wealth Management increased its iShares Micro-Cap ETF (IWC) stake by 4.8% in Q2 2026, buying an estimated $96.3K and bringing the position to 11,587 shares worth $2.32M. The position accounts for 0.9% of the portfolio, ranked #29.

Endowment Wealth Management first reported a position in IWC in Q4 2021 and has held it in 19 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Endowment Wealth Management held 11,587 shares of iShares Micro-Cap ETF worth $2.32M as of Q2 2026.
  • Endowment Wealth Management bought 526 iShares Micro-Cap ETF shares in Q2 2026, an estimated $96.3K.
  • iShares Micro-Cap ETF made up 0.9% of Endowment Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Endowment Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.