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Estate Planners Group’s iShares Micro-Cap ETF IWC Stock Holding History

Estate Planners Group’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 		– Sell
-19
Closed -$2.94K – 234
2025
Q4 		$2.94K Buy
+19
New +$2.96K ﹤0.01% 377

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Estate Planners Group's IWC Position: Q1 2026 in Review

Estate Planners Group sold out of iShares Micro-Cap ETF (IWC) in Q1 2026, closing a stake of 19 shares — an estimated $2.94K sold.

Estate Planners Group first reported a position in IWC in Q4 2025 and held it in 1 quarter. The position peaked at $2.94K in Q4 2025. 268 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Estate Planners Group reported no remaining iShares Micro-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 19 iShares Micro-Cap ETF shares in Q1 2026, an estimated $2.94K.
  • Estate Planners Group first reported a position in iShares Micro-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares Micro-Cap ETF position peaked at $2.94K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.