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Founders Financial Securities’s iShares Micro-Cap ETF IWC Stock Holding History

Founders Financial Securities’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 		$577K Sell
3,387
-15
-0.4% -$2.49K 0.03% 348
2025
Q4 		$536K Sell
3,402
-9
-0.3% -$1.4K 0.03% 376
2025
Q3 		$508K Buy
3,411
+95
+3% +$13.2K 0.03% 337
2025
Q2 		$423K Buy
3,316
+1
+0% +$116 0.03% 368
2025
Q1 		$367K Sell
3,315
-216
-6% -$26.9K 0.03% 367
2024
Q4 		$460K Sell
3,531
-381
-10% -$49.6K 0.04% 320
2024
Q3 		$482K Hold
3,912
– – 0.04% 276
2024
Q2 		$446K Sell
3,912
-431
-10% -$49.7K 0.04% 300
2024
Q1 		$526K Buy
4,343
+306
+8% +$35.2K 0.06% 256
2023
Q4 		$468K Buy
4,037
+67
+2% +$6.79K 0.05% 254
2023
Q3 		$397K Sell
3,970
-259
-6% -$28K 0.05% 236
2023
Q2 		$462K Buy
4,229
+1
+0% +$105 0.06% 223
2023
Q1 		$442K Buy
4,228
+30
+0.7% +$3.37K 0.06% 213
2022
Q4 		$453K Buy
4,198
+2
+0% +$218 0.07% 201
2022
Q3 		$434K Buy
+4,196
New +$477K 0.08% 191

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

Founders Financial Securities's IWC Position: Q1 2026 in Review

Founders Financial Securities reduced its iShares Micro-Cap ETF (IWC) stake by 0.44% in Q1 2026, selling an estimated $2.49K and leaving 3,387 shares worth $577K. The position accounts for 0.03% of the portfolio, ranked #348.

Founders Financial Securities first reported a position in IWC in Q3 2022 and has held it in 15 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Founders Financial Securities held 3,387 shares of iShares Micro-Cap ETF worth $577K as of Q1 2026.
  • Founders Financial Securities sold 15 iShares Micro-Cap ETF shares in Q1 2026, an estimated $2.49K.
  • iShares Micro-Cap ETF made up 0.03% of Founders Financial Securities's portfolio in Q1 2026, its #348 holding.
  • Founders Financial Securities first reported a position in iShares Micro-Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.