EP Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

EP Wealth Advisors’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	$151K	Buy	+756	New	+$138K	﹤0.01%	1588
2024 Q4	–	Sell	-851	Closed	-$105K	–	1287
2024 Q3	$105K	Buy	+851	New	+$103K	﹤0.01%	1138
2021 Q1	–	Sell	-1,272	Closed	-$151K	–	503
2020 Q4	$151K	Buy	+1,272	New	+$134K	0.01%	425
2020 Q2	–	Sell	-3,271	Closed	-$219K	–	378
2020 Q1	$219K	Sell	3,271 -474	-13%	-$41.9K	0.01%	341
2019 Q4	$373K	Sell	3,745 -426	-10%	-$39.4K	0.02%	308
2019 Q3	$368K	Buy	+4,171	New	+$375K	0.02%	251

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

EP Wealth Advisors's IWC Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 756 shares worth $151K. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IWC as recently as Q3 2024.

EP Wealth Advisors first reported a position in IWC in Q3 2019 and has held it in 6 quarters since. The position peaked at $373K in Q4 2019. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

EP Wealth Advisors held 756 shares of iShares Micro-Cap ETF worth $151K as of Q2 2026.
iShares Micro-Cap ETF was a new EP Wealth Advisors position in Q2 2026.
iShares Micro-Cap ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1588 holding.
EP Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q3 2019 and has held it in 6 quarters since.
EP Wealth Advisors's iShares Micro-Cap ETF position peaked at $373K in Q4 2019.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.