Garrison Point Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Garrison Point 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	$500K	Hold	2,500	–	–	0.2%	108
2026 Q1	$399K	Sell	2,500 -90	-3%	-$14.9K	0.18%	115
2025 Q4	$408K	Hold	2,590	–	–	0.18%	118
2025 Q3	$386K	Hold	2,590	–	–	0.16%	123
2025 Q2	$331K	Hold	2,590	–	–	0.15%	125
2025 Q1	$287K	Hold	2,590	–	–	0.14%	136
2024 Q4	$338K	Hold	2,590	–	–	0.16%	118
2024 Q3	$319K	Hold	2,590	–	–	0.2%	113
2024 Q2	$295K	Hold	2,590	–	–	0.19%	113
2024 Q1	$314K	Hold	2,590	–	–	0.2%	119
2023 Q4	$301K	Hold	2,590	–	–	0.21%	114
2023 Q3	$259K	Hold	2,590	–	–	0.2%	121
2023 Q2	$283K	Hold	2,590	–	–	0.2%	121
2023 Q1	$271K	Hold	2,590	–	–	0.2%	121
2022 Q4	$279K	Hold	2,590	–	–	0.23%	117
2022 Q3	$268K	Hold	2,590	–	–	0.24%	120
2022 Q2	$269K	Hold	2,590	–	–	0.22%	120
2022 Q1	$334K	Hold	2,590	–	–	0.23%	116
2021 Q4	$362K	Hold	2,590	–	–	0.24%	114
2021 Q3	$374K	Hold	2,590	–	–	0.27%	109
2021 Q2	$395K	Hold	2,590	–	–	0.28%	106
2021 Q1	$381K	Hold	2,590	–	–	0.3%	103
2020 Q4	$307K	Hold	2,590	–	–	0.25%	107
2020 Q3	$234K	Buy	2,590 +40	+2%	+$3.65K	0.21%	117
2020 Q2	$223K	Buy	+2,550	New	+$199K	0.22%	114
2020 Q1	–	Sell	-2,550	Closed	-$254K	–	121
2019 Q4	$254K	Hold	2,550	–	–	0.23%	111
2019 Q3	$225K	Hold	2,550	–	–	0.22%	114
2019 Q2	$238K	Hold	2,550	–	–	0.24%	113
2019 Q1	$237K	Hold	2,550	–	–	0.25%	113
2018 Q4	$210K	Buy	+2,550	New	+$237K	0.26%	109

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

Garrison Point Advisors's IWC Position: Q2 2026 in Review

Garrison Point Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 2,500 shares worth $500K. The position accounts for 0.2% of the portfolio, ranked #108.

Garrison Point Advisors first reported a position in IWC in Q4 2018 and has held it in 30 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Garrison Point Advisors held 2,500 shares of iShares Micro-Cap ETF worth $500K as of Q2 2026.
Garrison Point Advisors left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up 0.2% of Garrison Point Advisors's portfolio in Q2 2026, its #108 holding.
Garrison Point Advisors first reported a position in iShares Micro-Cap ETF in Q4 2018 and has held it in 30 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Garrison Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.