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Genesis Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History

Genesis Financial Group’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 		$1.8M Buy
11,300
+6,925
+158% +$1.15M 1.14% 25
2025
Q4 		$690K Buy
+4,375
New +$681K 0.4% 55

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 $10.2B AUM 33.39% 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 $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
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 $5B AUM 26.84% 1-Year Est. Return

Genesis Financial Group's IWC Position: Q1 2026 in Review

Genesis Financial Group increased its iShares Micro-Cap ETF (IWC) stake by 158% in Q1 2026, buying an estimated $1.15M and bringing the position to 11,300 shares worth $1.8M. The position accounts for 1.14% of the portfolio, ranked #25.

Genesis Financial Group first reported a position in IWC in Q4 2025 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Genesis Financial Group held 11,300 shares of iShares Micro-Cap ETF worth $1.8M as of Q1 2026.
  • Genesis Financial Group bought 6,925 iShares Micro-Cap ETF shares in Q1 2026, an estimated $1.15M.
  • iShares Micro-Cap ETF made up 1.14% of Genesis Financial Group's portfolio in Q1 2026, its #25 holding.
  • Genesis Financial Group first reported a position in iShares Micro-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.