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

Goldstein 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	$200K	Buy	+1,000	New	+$183K	0.02%	248

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

Goldstein Advisors's IWC Position: Q2 2026 in Review

Goldstein Advisors opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,000 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #248 among its holdings.

273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Goldstein Advisors held 1,000 shares of iShares Micro-Cap ETF worth $200K as of Q2 2026.
iShares Micro-Cap ETF was a new Goldstein Advisors position in Q2 2026.
iShares Micro-Cap ETF made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #248 holding.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.