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

Evanson 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 		$2.28M Buy
14,260
+7
+0% +$1.16K 0.12% 86
2025
Q4 		$2.25M Buy
14,253
+556
+4% +$86.5K 0.12% 85
2025
Q3 		$2.04M Buy
13,697
+150
+1% +$20.8K 0.12% 83
2025
Q2 		$1.73M Buy
13,547
+9
+0.1% +$1.04K 0.11% 90
2025
Q1 		$1.5M Buy
13,538
+9
+0.1% +$1.12K 0.11% 95
2024
Q4 		$1.76M Buy
13,529
+11
+0.1% +$1.43K 0.12% 85
2024
Q3 		$1.67M Buy
13,518
+12
+0.1% +$1.45K 0.12% 86
2024
Q2 		$1.54M Buy
13,506
+11
+0.1% +$1.27K 0.11% 85
2024
Q1 		$1.64M Buy
13,495
+8
+0.1% +$920 0.12% 85
2023
Q4 		$1.56M Buy
13,487
+27
+0.2% +$2.74K 0.13% 82
2023
Q3 		$1.35M Sell
13,460
-1
-0% -$108 0.12% 80
2023
Q2 		$1.47M Buy
13,461
+9
+0.1% +$945 0.13% 77
2023
Q1 		$1.41M Buy
13,452
+10
+0.1% +$1.12K 0.14% 74
2022
Q4 		$1.45M Buy
13,442
+14
+0.1% +$1.52K 0.16% 70
2022
Q3 		$1.39M Buy
13,428
+15
+0.1% +$1.7K 0.16% 65
2022
Q2 		$1.39M Sell
13,413
-6,110
-31% -$704K 0.15% 72
2022
Q1 		$2.52M Buy
19,523
+3
+0% +$385 0.24% 48
2021
Q4 		$2.73M Buy
19,520
+15
+0.1% +$2.18K 0.24% 44
2021
Q3 		$2.97M Buy
19,505
+6
+0% +$872 0.31% 37
2021
Q2 		$2.98M Buy
19,499
+3
+0% +$445 0.31% 36
2021
Q1 		$2.87M Buy
19,496
+3
+0% +$429 0.42% 34
2020
Q4 		$2.31M Buy
19,493
+11
+0.1% +$1.16K 0.37% 43
2020
Q3 		$1.76M Sell
19,482
-396
-2% -$36.1K 0.32% 50
2020
Q2 		$1.74M Buy
19,878
+24
+0.1% +$1.88K 0.34% 48
2020
Q1 		$1.33M Hold
19,854
– – 0.32% 53
2019
Q4 		$1.98M Buy
19,854
+25
+0.1% +$2.31K 0.39% 45
2019
Q3 		$1.75M Hold
19,829
– – 0.36% 49
2019
Q2 		$1.85M Buy
19,829
+9
+0% +$834 0.37% 48
2019
Q1 		$1.84M Buy
19,820
+9
+0% +$829 0.38% 47
2018
Q4 		$1.63M Sell
19,811
-2,850
-13% -$265K 0.37% 49
2018
Q3 		$2.41M Buy
22,661
+1
+0% +$107 0.49% 42
2018
Q2 		$2.39M Buy
22,660
+402
+2% +$41.1K 0.47% 40
2018
Q1 		$2.14M Buy
22,258
+2,205
+11% +$215K 0.44% 43
2017
Q4 		$1.92M Buy
20,053
+6,381
+47% +$605K 0.39% 47
2017
Q3 		$1.29M Buy
13,672
+1
+0% +$88 0.28% 62
2017
Q2 		$1.22M Sell
13,671
-307
-2% -$26.5K 0.28% 63
2017
Q1 		$1.2M Buy
13,978
+308
+2% +$26.2K 0.3% 62
2016
Q4 		$1.17M Hold
13,670
– – 0.33% 59
2016
Q3 		$1.07M Hold
13,670
– – 0.3% 60
2016
Q2 		$967K Hold
13,670
– – 0.29% 65
2016
Q1 		$928K Hold
13,670
– – 0.32% 63
2015
Q4 		$986K Sell
13,670
-2,666
-16% -$197K 0.36% 59
2015
Q3 		$1.14M Buy
16,336
+8
+0% +$610 0.43% 55
2015
Q2 		$1.33M Buy
16,328
+19
+0.1% +$1.53K 0.46% 47
2015
Q1 		$1.29M Buy
16,309
+718
+5% +$55.2K 0.46% 47
2014
Q4 		$1.2M Buy
15,591
+2,630
+20% +$191K 0.44% 52
2014
Q3 		$901K Hold
12,961
– – 0.37% 66
2014
Q2 		$987K Hold
12,961
– – 0.38% 64
2014
Q1 		$1M Sell
12,961
-3,871
-23% -$297K 0.44% 56
2013
Q4 		$1.26M Buy
+16,832
New +$1.2M 0.56% 42

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

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

Evanson Asset Management increased its iShares Micro-Cap ETF (IWC) stake by 0.05% in Q1 2026, buying an estimated $1.16K and bringing the position to 14,260 shares worth $2.28M. The position accounts for 0.12% of the portfolio, ranked #86.

Evanson Asset Management first reported a position in IWC in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.98M in Q2 2021. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Evanson Asset Management held 14,260 shares of iShares Micro-Cap ETF worth $2.28M as of Q1 2026.
  • Evanson Asset Management bought 7 iShares Micro-Cap ETF shares in Q1 2026, an estimated $1.16K.
  • iShares Micro-Cap ETF made up 0.12% of Evanson Asset Management's portfolio in Q1 2026, its #86 holding.
  • Evanson Asset Management first reported a position in iShares Micro-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • Evanson Asset Management's iShares Micro-Cap ETF position peaked at $2.98M in Q2 2021.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.