First Horizon Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

First Horizon 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
2025 Q2	$258K	Hold	2,020	–	–	0.01%	466
2025 Q1	$224K	Buy	2,020 +313	+18%	+$39K	0.01%	488
2024 Q4	$223K	Hold	1,707	–	–	0.01%	500
2024 Q3	$211K	Hold	1,707	–	–	0.01%	522
2024 Q2	$195K	Buy	1,707 +175	+11%	+$20.2K	0.01%	520
2024 Q1	$186K	Hold	1,532	–	–	0.01%	519
2023 Q4	$178K	Sell	1,532 -173	-10%	-$17.5K	0.01%	510
2023 Q3	$171K	Sell	1,705 -27	-2%	-$2.92K	0.01%	492
2023 Q2	$189K	Sell	1,732 -40	-2%	-$4.2K	0.01%	482
2023 Q1	$185K	Sell	1,772 -14	-0.8%	-$1.57K	0.01%	488
2022 Q4	$193K	Sell	1,786 -4	-0.2%	-$436	0.01%	460
2022 Q3	$185K	Sell	1,790 -1	-0.1%	-$114	0.01%	452
2022 Q2	$186K	Buy	1,791 +1	+0.1%	+$115	0.01%	477
2022 Q1	$231K	Sell	1,790 -386	-18%	-$49.6K	0.01%	367
2021 Q4	$304K	Sell	2,176 -733	-25%	-$106K	0.01%	434
2021 Q3	$420K	Buy	2,909 +593	+26%	+$86.1K	0.01%	370
2021 Q2	$353K	Buy	2,316 +21	+0.9%	+$3.11K	0.02%	319
2021 Q1	$337K	Hold	2,295	–	–	0.02%	306
2020 Q4	$272K	Hold	2,295	–	–	0.02%	290
2020 Q3	$208K	Sell	2,295 -25	-1%	-$2.28K	0.02%	303
2020 Q2	$202K	Sell	2,320 -1,300	-36%	-$102K	0.02%	304
2020 Q1	$243K	Hold	3,620	–	–	0.02%	273
2019 Q4	$360K	Hold	3,620	–	–	0.03%	256
2019 Q3	$319K	Hold	3,620	–	–	0.02%	269
2019 Q2	$337K	Hold	3,620	–	–	0.03%	271
2019 Q1	$336K	Hold	3,620	–	–	0.03%	268
2018 Q4	$298K	Hold	3,620	–	–	0.03%	278
2018 Q3	$385K	Sell	3,620 -20	-0.5%	-$2.14K	0.03%	280
2018 Q2	$384K	Buy	3,640 +2,300	+172%	+$235K	0.03%	277
2018 Q1	$129K	Hold	1,340	–	–	0.01%	354
2017 Q4	$128K	Hold	1,340	–	–	0.01%	368
2017 Q3	$127K	Hold	1,340	–	–	0.01%	359
2017 Q2	$119K	Hold	1,340	–	–	0.01%	366
2017 Q1	$115K	Hold	1,340	–	–	0.01%	387
2016 Q4	$105K	Hold	1,340	–	–	0.01%	397
2016 Q3	$105K	Hold	1,340	–	–	0.01%	392
2016 Q2	$95K	Sell	1,340 -100	-7%	-$6.98K	0.01%	401
2016 Q1	$98K	Hold	1,440	–	–	0.01%	428
2015 Q4	$104K	Hold	1,440	–	–	0.02%	358
2015 Q3	$100K	Hold	1,440	–	–	0.02%	396
2015 Q2	$117K	Hold	1,440	–	–	0.02%	389
2015 Q1	$114K	Hold	1,440	–	–	0.02%	398
2014 Q4	$111K	Hold	1,440	–	–	0.02%	400
2014 Q3	$100K	Hold	1,440	–	–	0.02%	405
2014 Q2	$110K	Sell	1,440 -50	-3%	-$3.66K	0.02%	411
2014 Q1	$115K	Hold	1,490	–	–	0.02%	382
2013 Q4	$112K	Hold	1,490	–	–	0.02%	376
2013 Q3	$102K	Buy	+1,490	New	+$98.4K	0.02%	377

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

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

EWM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

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

First Horizon Advisors's IWC Position: Q2 2025 in Review

First Horizon Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q2 2025 at 2,020 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #466.

First Horizon Advisors first reported a position in IWC in Q3 2013 and has held it in 48 quarters since. The position peaked at $420K in Q3 2021. 207 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

First Horizon Advisors held 2,020 shares of iShares Micro-Cap ETF worth $258K as of Q2 2025.
First Horizon Advisors left its iShares Micro-Cap ETF share count unchanged in Q2 2025.
iShares Micro-Cap ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #466 holding.
First Horizon Advisors first reported a position in iShares Micro-Cap ETF in Q3 2013 and has held it in 48 quarters since.
First Horizon Advisors's iShares Micro-Cap ETF position peaked at $420K in Q3 2021.
207 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.