Evermay Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Evermay Wealth 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	$64.8K	Hold	406	–	–	0.01%	296
2025 Q4	$64K	Hold	406	–	–	0.01%	303
2025 Q3	$60.5K	Hold	406	–	–	0.01%	313
2025 Q2	$51.8K	Hold	406	–	–	0.01%	320
2025 Q1	$45K	Hold	406	–	–	0.01%	332
2024 Q4	$52.9K	Hold	406	–	–	0.01%	316
2024 Q3	$50.1K	Hold	406	–	–	0.01%	340
2024 Q2	$46.3K	Hold	406	–	–	0.01%	353
2024 Q1	$49.2K	Hold	406	–	–	0.01%	350
2023 Q4	$47.1K	Sell	406 -75	-16%	-$7.61K	0.01%	333
2023 Q3	$48.3K	Sell	481 -248	-34%	-$26.8K	0.01%	312
2023 Q2	$79.7K	Hold	729	–	–	0.02%	261
2023 Q1	$76.2K	Hold	729	–	–	0.02%	264
2022 Q4	$78.6K	Hold	729	–	–	0.02%	248
2022 Q3	$75K	Hold	729	–	–	0.01%	244
2022 Q2	$76K	Hold	729	–	–	0.01%	239
2022 Q1	$94K	Hold	729	–	–	0.02%	257
2021 Q4	$102K	Sell	729 -231	-24%	-$33.5K	0.02%	229
2021 Q3	$139K	Hold	960	–	–	0.03%	193
2021 Q2	$146K	Buy	+960	New	+$142K	0.03%	199
2020 Q1	–	Sell	-3,054	Closed	-$304K	–	148
2019 Q4	$304K	Buy	3,054 +1	+0%	+$92	0.07%	124
2019 Q3	$269K	Hold	3,053	–	–	0.07%	127
2019 Q2	$284K	Buy	3,053 +1	+0%	+$93	0.08%	119
2019 Q1	$283K	Hold	3,052	–	–	0.08%	114
2018 Q4	$252K	Hold	3,052	–	–	0.08%	115
2018 Q3	$324K	Sell	3,052 -314	-9%	-$33.7K	0.1%	107
2018 Q2	$356K	Hold	3,366	–	–	0.12%	94
2018 Q1	$323K	Hold	3,366	–	–	0.11%	98
2017 Q4	$322K	Hold	3,366	–	–	0.12%	94
2017 Q3	$318K	Buy	3,366 +1	+0%	+$88	0.14%	64
2017 Q2	$299K	Hold	3,365	–	–	0.13%	65
2017 Q1	$288K	Hold	3,365	–	–	0.13%	66
2016 Q4	$289K	Sell	3,365 -453	-12%	-$36.4K	0.14%	57
2016 Q3	$298K	Sell	3,818 -25	-0.7%	-$1.88K	0.15%	54
2016 Q2	$272K	Sell	3,843 -200	-5%	-$14K	0.14%	60
2016 Q1	$275K	Hold	4,043	–	–	0.15%	57
2015 Q4	$291K	Sell	4,043 -59	-1%	-$4.35K	0.17%	53
2015 Q3	$286K	Buy	4,102 +1	+0%	+$76	0.17%	61
2015 Q2	$334K	Hold	4,101	–	–	0.2%	55
2015 Q1	$324K	Sell	4,101 -3,610	-47%	-$278K	0.19%	56
2014 Q4	$594K	Buy	7,711 +1	+0%	+$73	0.39%	30
2014 Q3	$536K	Hold	7,710	–	–	0.46%	32
2014 Q2	$587K	Sell	7,710 -3,726	-33%	-$273K	0.51%	24
2014 Q1	$884K	Buy	11,436 +625	+6%	+$48K	0.94%	15
2013 Q4	$812K	Buy	+10,811	New	+$768K	1.13%	16

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Evermay Wealth Management's IWC Position: Q1 2026 in Review

Evermay Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 406 shares worth $64.8K. The position accounts for 0.01% of the portfolio, ranked #296.

Evermay Wealth Management first reported a position in IWC in Q4 2013 and has held it in 45 quarters since. The position peaked at $884K in Q1 2014. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Evermay Wealth Management held 406 shares of iShares Micro-Cap ETF worth $64.8K as of Q1 2026.
Evermay Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
iShares Micro-Cap ETF made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #296 holding.
Evermay Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2013 and has held it in 45 quarters since.
Evermay Wealth Management's iShares Micro-Cap ETF position peaked at $884K in Q1 2014.
265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.