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Focus Partners Advisor Solutions’s iShares Micro-Cap ETF IWC Stock Holding History

Focus Partners Advisor Solutions’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 		– Sell
-3,015
Closed -$481K – 1335
2026
Q1 		$481K Hold
3,015
– – ﹤0.01% 804
2025
Q4 		$476K Sell
3,015
-588
-16% -$91.5K 0.01% 731
2025
Q3 		$546K Sell
3,603
-294
-8% -$40.8K 0.01% 710
2025
Q2 		$497K Sell
3,897
-774
-17% -$89.5K 0.01% 672
2025
Q1 		$518K Buy
4,671
+694
+17% +$86.5K 0.01% 575
2024
Q4 		$519K Sell
3,977
-916
-19% -$119K 0.01% 464
2024
Q3 		$603K Sell
4,893
-370
-7% -$44.7K 0.01% 403
2024
Q2 		$600K Buy
5,263
+3,000
+133% +$346K 0.02% 331
2024
Q1 		$274K Sell
2,263
-2,656
-54% -$305K 0.01% 486
2023
Q4 		$571K Buy
+4,919
New +$499K 0.03% 232
2023
Q3 		– Sell
-3,003
Closed -$328K – 450
2023
Q2 		$328K Buy
3,003
+32
+1% +$3.36K 0.02% 281
2023
Q1 		$311K Buy
2,971
+492
+20% +$55.2K 0.02% 272
2022
Q4 		$267K Buy
2,479
+106
+4% +$11.5K 0.02% 282
2022
Q3 		$245K Sell
2,373
-1,759
-43% -$200K 0.01% 350
2022
Q2 		$430K Buy
4,132
+1,761
+74% +$203K 0.04% 205
2022
Q1 		$306K Buy
+2,371
New +$305K 0.03% 238

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Focus Partners Advisor Solutions's IWC Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 3,015 shares — an estimated $481K sold.

Focus Partners Advisor Solutions first reported a position in IWC in Q1 2022 and held it in 16 quarters. The position peaked at $603K in Q3 2024. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Focus Partners Advisor Solutions reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 3,015 iShares Micro-Cap ETF shares in Q2 2026, an estimated $481K.
  • Focus Partners Advisor Solutions first reported a position in iShares Micro-Cap ETF in Q1 2022 and held it in 16 quarters.
  • Focus Partners Advisor Solutions's iShares Micro-Cap ETF position peaked at $603K in Q3 2024.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.