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Howe & Rusling’s iShares Micro-Cap ETF IWC Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-20
Closed -$3.15K – 495
2025
Q4 		$3.15K Buy
+20
New +$3.11K ﹤0.01% 457
2015
Q2 		– Sell
-43
Closed -$3K – 1086
2015
Q1 		$3K Hold
43
– – ﹤0.01% 709
2014
Q4 		$3K Hold
43
– – ﹤0.01% 709
2014
Q3 		$3K Hold
43
– – ﹤0.01% 699
2014
Q2 		$3K Buy
+43
New +$3.15K ﹤0.01% 667
2014
Q1 		– Sell
-43
Closed -$3K – 884
2013
Q4 		$3K Hold
43
– – ﹤0.01% 656
2013
Q3 		$3K Hold
43
– – ﹤0.01% 759
2013
Q2 		$3K Buy
+43
New +$2.57K ﹤0.01% 775

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return