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Guardian Wealth Advisors (North Carolina)’s iShares Micro-Cap ETF IWC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		– Sell
-640
Closed -$102K – 490
2026
Q1 		$102K Buy
+640
New +$106K 0.01% 395
2025
Q3 		– Sell
-640
Closed -$81.7K – 454
2025
Q2 		$81.7K Hold
640
– – 0.01% 376
2025
Q1 		$71K Hold
640
– – 0.01% 364
2024
Q4 		$83.4K Buy
640
+228
+55% +$29.7K 0.01% 346
2024
Q3 		$50.8K Buy
412
+240
+140% +$29K 0.01% 308
2024
Q2 		$19.6K Buy
+172
New +$19.8K ﹤0.01% 345

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

Guardian Wealth Advisors (North Carolina)'s IWC Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 640 shares — an estimated $102K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IWC in Q2 2024 and held it in 6 quarters. The position peaked at $102K in Q1 2026. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 640 iShares Micro-Cap ETF shares in Q2 2026, an estimated $102K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Micro-Cap ETF in Q2 2024 and held it in 6 quarters.
  • Guardian Wealth Advisors (North Carolina)'s iShares Micro-Cap ETF position peaked at $102K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.