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
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 $109B AUM 35.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return

EP Wealth Advisors's IWC Position: Q4 2024 in Review

EP Wealth Advisors sold out of iShares Micro-Cap ETF (IWC) in Q4 2024, closing a stake of 851 shares — an estimated $105K sold.

EP Wealth Advisors first reported a position in IWC in Q3 2019 and held it in 5 quarters. The position peaked at $373K in Q4 2019. 237 funds tracked by Wall St. Rank hold IWC as of Q4 2024.

EP Wealth Advisors reported no remaining iShares Micro-Cap ETF position as of Q4 2024 after selling out during the quarter.
EP Wealth Advisors sold 851 iShares Micro-Cap ETF shares in Q4 2024, an estimated $105K.
EP Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q3 2019 and held it in 5 quarters.
EP Wealth Advisors's iShares Micro-Cap ETF position peaked at $373K in Q4 2019.
237 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.