Envestnet Asset Management
IWC icon

Envestnet Asset Management’s iShares Micro-Cap ETF IWC Stock Holding History

Envestnet Asset 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
Q1 		$9.05M Sell
56,707
-1,704
-3% -$283K ﹤0.01% 1892
2025
Q4 		$9.21M Sell
58,411
-446
-0.8% -$69.4K ﹤0.01% 1749
2025
Q3 		$8.78M Buy
58,857
+1,660
+3% +$230K ﹤0.01% 1849
2025
Q2 		$7.3M Sell
57,197
-4,924
-8% -$569K ﹤0.01% 1951
2025
Q1 		$6.89M Sell
62,121
-14,605
-19% -$1.82M ﹤0.01% 1898
2024
Q4 		$10M Buy
76,726
+3,653
+5% +$476K ﹤0.01% 1643
2024
Q3 		$9.01M Buy
73,073
+7,046
+11% +$851K ﹤0.01% 1706
2024
Q2 		$7.53M Buy
66,027
+3,865
+6% +$446K ﹤0.01% 1744
2024
Q1 		$7.53M Buy
62,162
+18,235
+42% +$2.1M ﹤0.01% 1707
2023
Q4 		$5.1M Buy
43,927
+315
+0.7% +$31.9K ﹤0.01% 1885
2023
Q3 		$4.37M Sell
43,612
-1,449
-3% -$157K ﹤0.01% 1889
2023
Q2 		$4.93M Buy
45,061
+6,201
+16% +$651K ﹤0.01% 1717
2023
Q1 		$4.06M Buy
38,860
+3,572
+10% +$401K ﹤0.01% 1755
2022
Q4 		$3.81M Buy
35,288
+4,216
+14% +$459K ﹤0.01% 1757
2022
Q3 		$3.21M Buy
31,072
+3,236
+12% +$368K ﹤0.01% 1790
2022
Q2 		$2.89M Sell
27,836
-8,652
-24% -$996K ﹤0.01% 1864
2022
Q1 		$4.7M Sell
36,488
-112,024
-75% -$14.4M ﹤0.01% 1644
2021
Q4 		$20.8M Buy
148,512
+4,521
+3% +$656K 0.01% 830
2021
Q3 		$20.8M Sell
143,991
-25,870
-15% -$3.76M 0.01% 783
2021
Q2 		$25.9M Buy
169,861
+8,202
+5% +$1.22M 0.01% 684
2021
Q1 		$23.8M Buy
161,659
+155,097
+2,364% +$22.2M 0.02% 658
2020
Q4 		$779K Sell
6,562
-117
-2% -$12.4K ﹤0.01% 2408
2020
Q3 		$604K Sell
6,679
-28,586
-81% -$2.61M ﹤0.01% 2354
2020
Q2 		$3.08M Sell
35,265
-1,295
-4% -$101K ﹤0.01% 1361
2020
Q1 		$2.45M Sell
36,560
-1,632
-4% -$144K ﹤0.01% 1327
2019
Q4 		$3.8M Sell
38,192
-3,805
-9% -$352K ﹤0.01% 1280
2019
Q3 		$3.7M Sell
41,997
-18,010
-30% -$1.62M ﹤0.01% 1213
2019
Q2 		$5.59M Sell
60,007
-28,943
-33% -$2.68M 0.01% 991
2019
Q1 		$8.25M Sell
88,950
-5,392
-6% -$497K 0.01% 771
2018
Q4 		$7.78M Buy
94,342
+6,400
+7% +$595K 0.01% 699
2018
Q3 		$9.35M Buy
87,942
+31,341
+55% +$3.36M 0.02% 323
2018
Q2 		$5.98M Buy
56,601
+16,621
+42% +$1.7M 0.01% 449
2018
Q1 		$3.92M Sell
39,980
-20,149
-34% -$1.96M 0.01% 471
2017
Q4 		$5.75M Sell
60,129
-3,979
-6% -$377K 0.01% 540
2017
Q3 		$6.05M Sell
64,108
-1,214
-2% -$107K 0.01% 497
2017
Q2 		$5.81M Sell
65,322
-1,451
-2% -$125K 0.02% 519
2017
Q1 		$5.72M Buy
66,773
+24,325
+57% +$2.07M 0.02% 523
2016
Q4 		$3.65M Buy
42,448
+12,837
+43% +$1.03M 0.01% 664
2016
Q3 		$2.31M Buy
29,611
+1,564
+6% +$117K 0.01% 890
2016
Q2 		$1.98M Sell
28,047
-638
-2% -$44.6K 0.01% 1040
2016
Q1 		$1.95M Sell
28,685
-9,859
-26% -$637K 0.01% 1000
2015
Q4 		$2.78M Buy
38,544
+4,870
+14% +$359K 0.01% 808
2015
Q3 		$2.35M Sell
33,674
-109,140
-76% -$8.32M 0.01% 883
2015
Q2 		$11.6M Buy
142,814
+32,930
+30% +$2.65M 0.06% 318
2015
Q1 		$8.69M Buy
109,884
+90,599
+470% +$6.97M 0.04% 398
2014
Q4 		$1.49M Sell
19,285
-23,456
-55% -$1.7M 0.02% 456
2014
Q3 		$2.97M Sell
42,741
-3,591
-8% -$261K 0.03% 314
2014
Q2 		$3.53M Buy
46,332
+8,136
+21% +$596K 0.04% 271
2014
Q1 		$2.95M Buy
38,196
+6,605
+21% +$507K 0.03% 263
2013
Q4 		$2.37M Buy
31,591
+1,146
+4% +$81.5K 0.03% 287
2013
Q3 		$2.08M Buy
30,445
+12,024
+65% +$794K 0.03% 280
2013
Q2 		$1.14M Buy
+18,421
New +$1.1M 0.01% 385

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

Envestnet Asset Management's IWC Position: Q1 2026 in Review

Envestnet Asset Management reduced its iShares Micro-Cap ETF (IWC) stake by 2.9% in Q1 2026, selling an estimated $283K and leaving 56,707 shares worth $9.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Envestnet Asset Management first reported a position in IWC in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.9M in Q2 2021. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Envestnet Asset Management held 56,707 shares of iShares Micro-Cap ETF worth $9.05M as of Q1 2026.
  • Envestnet Asset Management sold 1,704 iShares Micro-Cap ETF shares in Q1 2026, an estimated $283K.
  • iShares Micro-Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1892 holding.
  • Envestnet Asset Management first reported a position in iShares Micro-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's iShares Micro-Cap ETF position peaked at $25.9M in Q2 2021.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.