Fulcrum Equity Management’s iShares Micro-Cap ETF IWC Stock Holding History

Fulcrum Equity 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	–	Sell	-3,226	Closed	-$509K	–	142
2025 Q4	$509K	Buy	3,226 +1,579	+96%	+$246K	0.49%	51
2025 Q3	$246K	Buy	+1,647	New	+$229K	0.25%	78
2021 Q3	–	Sell	-15,838	Closed	-$2.42M	–	207
2021 Q2	$2.42M	Buy	15,838 +125	+0.8%	+$18.5K	0.9%	29
2021 Q1	$2.31M	Buy	+15,713	New	+$2.24M	0.91%	36

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Fulcrum Equity Management's IWC Position: Q1 2026 in Review

Fulcrum Equity Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2026, closing a stake of 3,226 shares — an estimated $509K sold.

Fulcrum Equity Management first reported a position in IWC in Q1 2021 and held it in 4 quarters. The position peaked at $2.42M in Q2 2021. 267 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Fulcrum Equity Management reported no remaining iShares Micro-Cap ETF position as of Q1 2026 after selling out during the quarter.
Fulcrum Equity Management sold 3,226 iShares Micro-Cap ETF shares in Q1 2026, an estimated $509K.
Fulcrum Equity Management first reported a position in iShares Micro-Cap ETF in Q1 2021 and held it in 4 quarters.
Fulcrum Equity Management's iShares Micro-Cap ETF position peaked at $2.42M in Q2 2021.
267 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Fulcrum Equity Management's 13F filing for Q1 2026, filed 2 Apr 2026.