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

IHT 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
2026 Q2	$289K	Sell	1,446 -111	-7%	-$20.3K	0.01%	1028
2026 Q1	$249K	Buy	1,557 +151	+11%	+$25.1K	0.01%	1085
2025 Q4	$222K	Buy	+1,406	New	+$219K	0.01%	1092
2024 Q1	–	Sell	-1,777	Closed	-$206K	–	1044
2023 Q4	$206K	Buy	+1,777	New	+$180K	0.01%	897
2022 Q2	–	Sell	-1,641	Closed	-$212K	–	775
2022 Q1	$212K	Buy	1,641 +50	+3%	+$6.42K	0.02%	689
2021 Q4	$222K	Buy	1,591 +49	+3%	+$7.11K	0.02%	718
2021 Q3	$223K	Sell	1,542 -20	-1%	-$2.9K	0.02%	700
2021 Q2	$238K	Buy	1,562 +160	+11%	+$23.7K	0.02%	792
2021 Q1	$206K	Sell	1,402 -504	-26%	-$72K	0.01%	770
2020 Q4	$226K	Buy	+1,906	New	+$201K	0.02%	651

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

IHT Wealth Management's IWC Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares Micro-Cap ETF (IWC) stake by 7.1% in Q2 2026, selling an estimated $20.3K and leaving 1,446 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #1028.

IHT Wealth Management first reported a position in IWC in Q4 2020 and has held it in 10 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

IHT Wealth Management held 1,446 shares of iShares Micro-Cap ETF worth $289K as of Q2 2026.
IHT Wealth Management sold 111 iShares Micro-Cap ETF shares in Q2 2026, an estimated $20.3K.
iShares Micro-Cap ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1028 holding.
IHT Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2020 and has held it in 10 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.