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 Q2	$333K	Buy	1,666 +21	+1%	+$3.84K	﹤0.01%	261
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 Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Forum Financial Management's IWC Position: Q2 2026 in Review

Forum Financial Management increased its iShares Micro-Cap ETF (IWC) stake by 1.3% in Q2 2026, buying an estimated $3.84K and bringing the position to 1,666 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Forum Financial Management first reported a position in IWC in Q2 2023 and has held it in 8 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Forum Financial Management held 1,666 shares of iShares Micro-Cap ETF worth $333K as of Q2 2026.
Forum Financial Management bought 21 iShares Micro-Cap ETF shares in Q2 2026, an estimated $3.84K.
iShares Micro-Cap ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #261 holding.
Forum Financial Management first reported a position in iShares Micro-Cap ETF in Q2 2023 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 Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.