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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
Q2 		$2.41M Buy
12,050
+750
+7% +$137K 1.57% 18
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 $199B AUM 37.98% 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 $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Genesis Financial Group's IWC Position: Q2 2026 in Review

Genesis Financial Group increased its iShares Micro-Cap ETF (IWC) stake by 6.6% in Q2 2026, buying an estimated $137K and bringing the position to 12,050 shares worth $2.41M. The position accounts for 1.57% of the portfolio, ranked #18.

Genesis Financial Group first reported a position in IWC in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Genesis Financial Group held 12,050 shares of iShares Micro-Cap ETF worth $2.41M as of Q2 2026.
  • Genesis Financial Group bought 750 iShares Micro-Cap ETF shares in Q2 2026, an estimated $137K.
  • iShares Micro-Cap ETF made up 1.57% of Genesis Financial Group's portfolio in Q2 2026, its #18 holding.
  • Genesis Financial Group first reported a position in iShares Micro-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.