Foundations Investment Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Foundations Investment Advisors’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	$1.39M	Sell	6,952 -5,269	-43%	-$965K	0.01%	497
2026 Q1	$1.95M	Buy	12,221 +5,935	+94%	+$985K	0.02%	381
2025 Q4	$991K	Buy	6,286 +265	+4%	+$41.2K	0.01%	519
2025 Q3	$898K	Buy	6,021 +806	+15%	+$112K	0.01%	494
2025 Q2	$666K	Buy	+5,215	New	+$603K	0.01%	516
2018 Q3	–	Sell	-4,379	Closed	-$463K	–	103
2018 Q2	$463K	Buy	+4,379	New	+$447K	0.12%	62

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

Foundations Investment Advisors's IWC Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 43% in Q2 2026, selling an estimated $965K and leaving 6,952 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #497.

Foundations Investment Advisors first reported a position in IWC in Q2 2018 and has held it in 6 quarters since. The position peaked at $1.95M in Q1 2026. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Foundations Investment Advisors held 6,952 shares of iShares Micro-Cap ETF worth $1.39M as of Q2 2026.
Foundations Investment Advisors sold 5,269 iShares Micro-Cap ETF shares in Q2 2026, an estimated $965K.
iShares Micro-Cap ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #497 holding.
Foundations Investment Advisors first reported a position in iShares Micro-Cap ETF in Q2 2018 and has held it in 6 quarters since.
Foundations Investment Advisors's iShares Micro-Cap ETF position peaked at $1.95M in Q1 2026.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.