Indiana Trust & Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

Indiana Trust & Investment 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	$2.77M	Hold	13,830	–	–	0.76%	26
2026 Q1	$2.21M	Hold	13,830	–	–	0.68%	26
2025 Q4	$2.18M	Hold	13,830	–	–	0.64%	28
2025 Q3	$2.06M	Hold	13,830	–	–	0.63%	30
2025 Q2	$1.77M	Sell	13,830 -900	-6%	-$104K	0.58%	33
2025 Q1	$1.63M	Hold	14,730	–	–	0.59%	36
2024 Q4	$1.92M	Hold	14,730	–	–	0.65%	29
2024 Q3	$1.82M	Hold	14,730	–	–	0.62%	33
2024 Q2	$1.68M	Hold	14,730	–	–	0.62%	35
2024 Q1	$1.79M	Hold	14,730	–	–	0.72%	29
2023 Q4	$1.71M	Hold	14,730	–	–	0.77%	29
2023 Q3	$1.47M	Buy	+14,730	New	+$1.59M	0.74%	31

Other funds holding IWC

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

CPIG

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Indiana Trust & Investment Management's IWC Position: Q2 2026 in Review

Indiana Trust & Investment Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 13,830 shares worth $2.77M. The position accounts for 0.76% of the portfolio, ranked #26.

Indiana Trust & Investment Management first reported a position in IWC in Q3 2023 and has held it in 12 quarters since. 104 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Indiana Trust & Investment Management held 13,830 shares of iShares Micro-Cap ETF worth $2.77M as of Q2 2026.
Indiana Trust & Investment Management left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up 0.76% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #26 holding.
Indiana Trust & Investment Management first reported a position in iShares Micro-Cap ETF in Q3 2023 and has held it in 12 quarters since.
104 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.