IWM
IWC icon

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
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
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