HI
IWC icon

Harbour Investments’s iShares Micro-Cap ETF IWC Stock Holding History

Harbour Investments’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 		$367K Buy
1,835
+1,551
+546% +$284K ﹤0.01% 1278
2026
Q1 		$45.3K Hold
284
– – ﹤0.01% 2394
2025
Q4 		$44.8K Buy
284
+90
+46% +$14K ﹤0.01% 2014
2025
Q3 		$28.9K Hold
194
– – ﹤0.01% 2164
2025
Q2 		$24.8K Hold
194
– – ﹤0.01% 2141
2025
Q1 		$21.5K Hold
194
– – ﹤0.01% 2164
2024
Q4 		$25.3K Hold
194
– – ﹤0.01% 2012
2024
Q3 		$23.9K Hold
194
– – ﹤0.01% 1976
2024
Q2 		$22.1K Buy
+194
New +$22.4K ﹤0.01% 1913
2024
Q1 		– Sell
-206
Closed -$23.9K – 3276
2023
Q4 		$23.9K Buy
206
+171
+489% +$17.3K ﹤0.01% 1789
2023
Q3 		$3.5K Hold
35
– – ﹤0.01% 2399
2023
Q2 		$3.83K Hold
35
– – ﹤0.01% 2366
2023
Q1 		$3.66K Hold
35
– – ﹤0.01% 2399
2022
Q4 		$3.77K Sell
35
-107
-75% -$11.7K ﹤0.01% 2313
2022
Q3 		$15K Hold
142
– – ﹤0.01% 1770
2022
Q2 		$15K Buy
+142
New +$16.4K ﹤0.01% 1770
2021
Q4 		$19K Buy
+139
New +$20.2K ﹤0.01% 1693
2021
Q3 		– Sell
-3,999
Closed -$610K – 3854
2021
Q2 		$610K Sell
3,999
-164
-4% -$24.3K 0.02% 601
2021
Q1 		$612K Buy
+4,163
New +$595K 0.02% 530

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

Harbour Investments's IWC Position: Q2 2026 in Review

Harbour Investments increased its iShares Micro-Cap ETF (IWC) stake by 546% in Q2 2026, buying an estimated $284K and bringing the position to 1,835 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Harbour Investments first reported a position in IWC in Q1 2021 and has held it in 19 quarters since. The position peaked at $612K in Q1 2021. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Harbour Investments held 1,835 shares of iShares Micro-Cap ETF worth $367K as of Q2 2026.
  • Harbour Investments bought 1,551 iShares Micro-Cap ETF shares in Q2 2026, an estimated $284K.
  • iShares Micro-Cap ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1278 holding.
  • Harbour Investments first reported a position in iShares Micro-Cap ETF in Q1 2021 and has held it in 19 quarters since.
  • Harbour Investments's iShares Micro-Cap ETF position peaked at $612K in Q1 2021.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.