FFM
IWC icon

Forum Financial Management’s iShares Micro-Cap ETF IWC Stock Holding History

Forum Financial Management’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 		$263K Hold
1,645
– – ﹤0.01% 273
2025
Q4 		$259K Buy
1,645
+10
+0.6% +$1.56K ﹤0.01% 824
2025
Q3 		$244K Buy
1,635
+30
+2% +$4.16K ﹤0.01% 851
2025
Q2 		$205K Buy
+1,605
New +$186K ﹤0.01% 894
2025
Q1 		– Sell
-1,585
Closed -$207K – 901
2024
Q4 		$207K Buy
+1,585
New +$206K ﹤0.01% 834
2023
Q4 		– Sell
-2,534
Closed -$254K – 705
2023
Q3 		$254K Hold
2,534
– – 0.01% 483
2023
Q2 		$277K Buy
+2,534
New +$266K 0.01% 466

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B 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 $761B 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 $5.75B AUM 21.14% 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 $501B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return