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	–	1082
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 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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Howe & Rusling's IWC Position: Q1 2026 in Review

Howe & Rusling sold out of iShares Micro-Cap ETF (IWC) in Q1 2026, closing a stake of 20 shares — an estimated $3.15K sold.

Howe & Rusling first reported a position in IWC in Q2 2013 and held it in 8 quarters. The position peaked at $3.15K in Q4 2025. 267 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Howe & Rusling reported no remaining iShares Micro-Cap ETF position as of Q1 2026 after selling out during the quarter.
Howe & Rusling sold 20 iShares Micro-Cap ETF shares in Q1 2026, an estimated $3.15K.
Howe & Rusling first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 8 quarters.
Howe & Rusling's iShares Micro-Cap ETF position peaked at $3.15K in Q4 2025.
267 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.