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
Q2 		$1.84M Buy
9,212
+1,017
+12% +$186K ﹤0.01% 1392
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 $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 Wealth's IWC Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Micro-Cap ETF (IWC) stake by 12% in Q2 2026, buying an estimated $186K and bringing the position to 9,212 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Focus Partners Wealth first reported a position in IWC in Q3 2024 and has held it in 8 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Focus Partners Wealth held 9,212 shares of iShares Micro-Cap ETF worth $1.84M as of Q2 2026.
  • Focus Partners Wealth bought 1,017 iShares Micro-Cap ETF shares in Q2 2026, an estimated $186K.
  • iShares Micro-Cap ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1392 holding.
  • Focus Partners Wealth first reported a position in iShares Micro-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.