HRT Financial’s iShares Micro-Cap ETF IWC Stock Holding History

HRT Financial’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	-4,601	Closed	-$725K	–	4253
2025 Q4	$725K	Buy	4,601 +406	+10%	+$63.2K	﹤0.01%	1898
2025 Q3	$625K	Buy	4,195 +227	+6%	+$31.5K	﹤0.01%	1762
2025 Q2	$506K	Buy	+3,968	New	+$459K	﹤0.01%	1602
2021 Q2	–	Sell	-13,951	Closed	-$2.05M	–	3172
2021 Q1	$2.05M	Buy	+13,951	New	+$1.99M	0.02%	603

Other funds holding IWC

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

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 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

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

EWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPIG

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

HRT Financial's IWC Position: Q1 2026 in Review

HRT Financial sold out of iShares Micro-Cap ETF (IWC) in Q1 2026, closing a stake of 4,601 shares — an estimated $725K sold.

HRT Financial first reported a position in IWC in Q1 2021 and held it in 4 quarters. The position peaked at $2.05M in Q1 2021. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

HRT Financial reported no remaining iShares Micro-Cap ETF position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 4,601 iShares Micro-Cap ETF shares in Q1 2026, an estimated $725K.
HRT Financial first reported a position in iShares Micro-Cap ETF in Q1 2021 and held it in 4 quarters.
HRT Financial's iShares Micro-Cap ETF position peaked at $2.05M in Q1 2021.
265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.