Envestnet Portfolio Solutions
IWC icon

Envestnet Portfolio Solutions’s iShares Micro-Cap ETF IWC Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-1,963
Closed -$218K – 1597
2025
Q1 		$218K Sell
1,963
-3,989
-67% -$497K ﹤0.01% 1467
2024
Q4 		$776K Sell
5,952
-516
-8% -$67.2K ﹤0.01% 1039
2024
Q3 		$798K Buy
+6,468
New +$782K ﹤0.01% 986

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions's IWC Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of iShares Micro-Cap ETF (IWC) in Q2 2025, closing a stake of 1,963 shares — an estimated $218K sold.

Envestnet Portfolio Solutions first reported a position in IWC in Q3 2024 and held it in 3 quarters. The position peaked at $798K in Q3 2024. 206 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining iShares Micro-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,963 iShares Micro-Cap ETF shares in Q2 2025, an estimated $218K.
  • Envestnet Portfolio Solutions first reported a position in iShares Micro-Cap ETF in Q3 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's iShares Micro-Cap ETF position peaked at $798K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.