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

Goldstone 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	–	Sell	-4,276	Closed	-$674K	–	232
2025 Q4	$674K	Sell	4,276 -13	-0.3%	-$2.02K	0.08%	145
2025 Q3	$639K	Buy	+4,289	New	+$595K	0.08%	147

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Goldstone Financial Group sold out of iShares Micro-Cap ETF (IWC) in Q1 2026, closing a stake of 4,276 shares — an estimated $674K sold.

Goldstone Financial Group first reported a position in IWC in Q3 2025 and held it in 2 quarters. The position peaked at $674K in Q4 2025. 268 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Goldstone Financial Group reported no remaining iShares Micro-Cap ETF position as of Q1 2026 after selling out during the quarter.
Goldstone Financial Group sold 4,276 iShares Micro-Cap ETF shares in Q1 2026, an estimated $674K.
Goldstone Financial Group first reported a position in iShares Micro-Cap ETF in Q3 2025 and held it in 2 quarters.
Goldstone Financial Group's iShares Micro-Cap ETF position peaked at $674K in Q4 2025.
268 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Goldstone Financial Group's 13F filing for Q1 2026, filed 24 Apr 2026.