Focus Partners Wealth
IWC icon

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

Focus Partners Wealth’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 		$1.31M Buy
8,195
+770
+10% +$128K ﹤0.01% 1496
2025
Q4 		$1.17M Buy
7,425
+339
+5% +$52.7K ﹤0.01% 1563
2025
Q3 		$1.07M Buy
7,086
+2,187
+45% +$303K ﹤0.01% 1257
2025
Q2 		$625K Sell
4,899
-137
-3% -$15.8K ﹤0.01% 1324
2025
Q1 		$559K Buy
5,036
+318
+7% +$39.6K ﹤0.01% 1297
2024
Q4 		$615K Buy
4,718
+877
+23% +$114K ﹤0.01% 1233
2024
Q3 		$474K Buy
+3,841
New +$464K ﹤0.01% 1166

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

Focus Partners Wealth's IWC Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Micro-Cap ETF (IWC) stake by 10% in Q1 2026, buying an estimated $128K and bringing the position to 8,195 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Focus Partners Wealth first reported a position in IWC in Q3 2024 and has held it in 7 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Focus Partners Wealth held 8,195 shares of iShares Micro-Cap ETF worth $1.31M as of Q1 2026.
  • Focus Partners Wealth bought 770 iShares Micro-Cap ETF shares in Q1 2026, an estimated $128K.
  • iShares Micro-Cap ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1496 holding.
  • Focus Partners Wealth first reported a position in iShares Micro-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.