Hemington Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Hemington Wealth Management’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
2025 Q3	$52K	Hold	350	–	–	0.01%	351
2025 Q2	$44K	Hold	350	–	–	0.01%	364
2025 Q1	$38K	Hold	350	–	–	0.01%	387
2024 Q4	$45K	Hold	350	–	–	0.01%	329
2024 Q3	$43K	Buy	+350	New	+$42.3K	0.01%	325

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hemington Wealth Management's IWC Position: Q3 2025 in Review

Hemington Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q3 2025 at 350 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #351.

Hemington Wealth Management first reported a position in IWC in Q3 2024 and has held it in 5 quarters since. 226 funds tracked by Wall St. Rank hold IWC as of Q3 2025.

Hemington Wealth Management held 350 shares of iShares Micro-Cap ETF worth $52K as of Q3 2025.
Hemington Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q3 2025.
iShares Micro-Cap ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #351 holding.
Hemington Wealth Management first reported a position in iShares Micro-Cap ETF in Q3 2024 and has held it in 5 quarters since.
226 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.