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

Heck Capital 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	–	Sell	-31,743	Closed	-$5.07M	–	222
2026 Q1	$5.07M	Buy	+31,743	New	+$5.27M	0.38%	50
2025 Q1	–	Sell	-55,833	Closed	-$7.28M	–	516
2024 Q4	$7.28M	Buy	+55,833	New	+$7.27M	0.31%	56
2024 Q2	–	Sell	-41,359	Closed	-$5.01M	–	204
2024 Q1	$5.01M	Sell	41,359 -371	-0.9%	-$42.7K	0.76%	41
2023 Q4	$4.84M	Buy	+41,730	New	+$4.23M	0.79%	40

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

Heck Capital Advisors's IWC Position: Q2 2026 in Review

Heck Capital Advisors sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 31,743 shares — an estimated $5.07M sold.

Heck Capital Advisors first reported a position in IWC in Q4 2023 and held it in 4 quarters. The position peaked at $7.28M in Q4 2024. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Heck Capital Advisors reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
Heck Capital Advisors sold 31,743 iShares Micro-Cap ETF shares in Q2 2026, an estimated $5.07M.
Heck Capital Advisors first reported a position in iShares Micro-Cap ETF in Q4 2023 and held it in 4 quarters.
Heck Capital Advisors's iShares Micro-Cap ETF position peaked at $7.28M in Q4 2024.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.