FWP
IWC icon

Family Wealth Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Family Wealth Partners’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 		$567K Hold
2,837
– – 0.17% 59
2026
Q1 		$453K Hold
2,837
– – 0.15% 66
2025
Q4 		$447K Hold
2,837
– – 0.16% 58
2025
Q3 		$423K Hold
2,837
– – 0.16% 57
2025
Q2 		$362K Hold
2,837
– – 0.14% 48
2025
Q1 		$315K Sell
2,837
-20
-0.7% -$2.49K 0.14% 41
2024
Q4 		$372K Sell
2,857
-89
-3% -$11.6K 0.18% 36
2024
Q3 		$363K Buy
2,946
+2
+0.1% +$242 0.19% 38
2024
Q2 		$336K Buy
2,944
+1
+0% +$115 0.17% 38
2024
Q1 		$357K Buy
2,943
+1
+0% +$115 0.2% 38
2023
Q4 		$341K Buy
+2,942
New +$298K 0.26% 38

Other funds holding IWC

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Family Wealth Partners's IWC Position: Q2 2026 in Review

Family Wealth Partners held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 2,837 shares worth $567K. The position accounts for 0.17% of the portfolio, ranked #59.

Family Wealth Partners first reported a position in IWC in Q4 2023 and has held it in 11 quarters since. 106 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Family Wealth Partners held 2,837 shares of iShares Micro-Cap ETF worth $567K as of Q2 2026.
  • Family Wealth Partners left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up 0.17% of Family Wealth Partners's portfolio in Q2 2026, its #59 holding.
  • Family Wealth Partners first reported a position in iShares Micro-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.