HC
IWC icon

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

Henshaw Capital’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
2019
Q2 		– Sell
-37,000
Closed -$3.43M – 298
2019
Q1 		$3.43M Sell
37,000
-73,500
-67% -$6.77M 0.3% 48
2018
Q4 		$9.11M Hold
110,500
– – 0.9% 39
2018
Q3 		$11.7M Buy
+110,500
New +$11.8M 0.99% 35

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Henshaw Capital's IWC Position: Q2 2019 in Review

Henshaw Capital sold out of iShares Micro-Cap ETF (IWC) in Q2 2019, closing a stake of 37,000 shares — an estimated $3.43M sold.

Henshaw Capital first reported a position in IWC in Q3 2018 and held it in 3 quarters. The position peaked at $11.7M in Q3 2018. 175 funds tracked by Wall St. Rank hold IWC as of Q2 2019.

  • Henshaw Capital reported no remaining iShares Micro-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Henshaw Capital sold 37,000 iShares Micro-Cap ETF shares in Q2 2019, an estimated $3.43M.
  • Henshaw Capital first reported a position in iShares Micro-Cap ETF in Q3 2018 and held it in 3 quarters.
  • Henshaw Capital's iShares Micro-Cap ETF position peaked at $11.7M in Q3 2018.
  • 175 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2019.

Based on Henshaw Capital's 13F filing for Q2 2019, filed 28 May 2026.