GRP
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Global Retirement Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Global Retirement Partners’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 		$394K Buy
+1,970
New +$361K 0.01% 1158
2025
Q4 		$1.72M Sell
10,917
-3,112
-22% -$484K 0.03% 473
2025
Q3 		$2.09M Buy
14,029
+11,909
+562% +$1.65M 0.05% 342
2025
Q2 		$271K Buy
+2,120
New +$245K 0.01% 948
2024
Q4 		$1.75M Buy
13,435
+9,792
+269% +$1.27M 0.05% 327
2024
Q3 		$449K Buy
3,643
+1,192
+49% +$144K 0.01% 660
2024
Q2 		$279K Buy
2,451
+201
+9% +$23.2K 0.01% 771
2024
Q1 		$273K Sell
2,250
-102
-4% -$11.7K 0.01% 689
2023
Q4 		$258K Sell
2,352
-69
-3% -$7K 0.01% 661
2023
Q3 		$235K Buy
2,421
+2,309
+2,062% +$250K 0.01% 611
2023
Q2 		$12.3K Sell
112
-10
-8% -$1.05K ﹤0.01% 1891
2023
Q1 		$12.3K Sell
122
-38
-24% -$4.26K ﹤0.01% 1839
2022
Q4 		$17.3K Hold
160
– – ﹤0.01% 1540
2022
Q3 		$18K Buy
160
+90
+129% +$10.2K ﹤0.01% 1441
2022
Q2 		$7K Hold
70
– – ﹤0.01% 1776
2022
Q1 		$8K Buy
+70
New +$8.99K ﹤0.01% 1712
2021
Q4 		– Sell
-76
Closed -$11K – 1031
2021
Q3 		$11K Buy
76
+6
+9% +$872 ﹤0.01% 1394
2021
Q2 		$11K Sell
70
-143
-67% -$21.2K ﹤0.01% 1349
2021
Q1 		$31K Hold
213
– – ﹤0.01% 962
2020
Q4 		$25K Hold
213
– – ﹤0.01% 963
2020
Q3 		$19K Sell
213
-888
-81% -$81K ﹤0.01% 946
2020
Q2 		$96K Sell
1,101
-23
-2% -$1.8K 0.02% 498
2020
Q1 		$75K Sell
1,124
-54
-5% -$4.77K 0.01% 481
2019
Q4 		$117K Sell
1,178
-49
-4% -$4.53K 0.02% 457
2019
Q3 		$108K Buy
1,227
+5
+0.4% +$449 0.02% 457
2019
Q2 		$114K Sell
1,222
-704
-37% -$65.3K 0.02% 429
2019
Q1 		$179K Sell
1,926
-112
-5% -$10.3K 0.04% 317
2018
Q4 		$168K Sell
2,038
-76
-4% -$7.06K 0.04% 307
2018
Q3 		$225K Buy
2,114
+881
+71% +$94.4K 0.05% 279
2018
Q2 		$130K Sell
1,233
-19
-2% -$1.94K 0.03% 340
2018
Q1 		$120K Sell
1,252
-3
-0.2% -$292 0.03% 349
2017
Q4 		$120K Sell
1,255
-149
-11% -$14.1K 0.03% 323
2017
Q3 		$133K Sell
1,404
-5
-0.4% -$441 0.06% 285
2017
Q2 		$125K Buy
1,409
+189
+15% +$16.3K 0.06% 274
2017
Q1 		$104K Buy
1,220
+300
+33% +$25.5K 0.06% 268
2016
Q4 		$79K Buy
+920
New +$73.9K 0.05% 282

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

Global Retirement Partners's IWC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,970 shares worth $394K. The stake represents 0.01% of the portfolio and ranks #1158 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IWC as recently as Q4 2025.

Global Retirement Partners first reported a position in IWC in Q4 2016 and has held it in 36 quarters since. The position peaked at $2.09M in Q3 2025. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Global Retirement Partners held 1,970 shares of iShares Micro-Cap ETF worth $394K as of Q2 2026.
  • iShares Micro-Cap ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Micro-Cap ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1158 holding.
  • Global Retirement Partners first reported a position in iShares Micro-Cap ETF in Q4 2016 and has held it in 36 quarters since.
  • Global Retirement Partners's iShares Micro-Cap ETF position peaked at $2.09M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.