Haven Private’s iShares Micro-Cap ETF IWC Stock Holding History

Haven Private’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	$815K	Sell	4,072 -2,000	-33%	-$366K	0.31%	70
2026 Q1	$969K	Hold	6,072	–	–	0.42%	53
2025 Q4	$958K	Hold	6,072	–	–	0.42%	52
2025 Q3	$905K	Hold	6,072	–	–	0.4%	56
2025 Q2	$775K	Buy	+6,072	New	+$702K	0.34%	72

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

Haven Private's IWC Position: Q2 2026 in Review

Haven Private reduced its iShares Micro-Cap ETF (IWC) stake by 33% in Q2 2026, selling an estimated $366K and leaving 4,072 shares worth $815K. The position accounts for 0.31% of the portfolio, ranked #70.

Haven Private first reported a position in IWC in Q2 2025 and has held it in 5 quarters since. The position peaked at $969K in Q1 2026. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Haven Private held 4,072 shares of iShares Micro-Cap ETF worth $815K as of Q2 2026.
Haven Private sold 2,000 iShares Micro-Cap ETF shares in Q2 2026, an estimated $366K.
iShares Micro-Cap ETF made up 0.31% of Haven Private's portfolio in Q2 2026, its #70 holding.
Haven Private first reported a position in iShares Micro-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Haven Private's iShares Micro-Cap ETF position peaked at $969K in Q1 2026.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.