IFWM
IWC icon

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

Institute for 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 		$4.01M Hold
20,048
– – 0.35% 56
2026
Q1 		$3.2M Sell
20,048
-34
-0.2% -$5.64K 0.34% 61
2025
Q4 		$3.17M Buy
20,082
+107
+0.5% +$16.6K 0.34% 62
2025
Q3 		$2.98M Sell
19,975
-206
-1% -$28.6K 0.31% 62
2025
Q2 		$2.58M Hold
20,181
– – 0.29% 75
2025
Q1 		$2.24M Buy
20,181
+12,079
+149% +$1.51M 0.29% 80
2024
Q4 		$1.06M Buy
8,102
+18
+0.2% +$2.34K 0.13% 165
2024
Q3 		$997K Buy
8,084
+125
+2% +$15.1K 0.13% 176
2024
Q2 		$907K Buy
7,959
+902
+13% +$104K 0.12% 178
2024
Q1 		$855K Sell
7,057
-736
-9% -$84.6K 0.11% 190
2023
Q4 		$904K Buy
7,793
+2,921
+60% +$296K 0.15% 166
2023
Q3 		$488K Buy
4,872
+1,877
+63% +$203K 0.09% 266
2023
Q2 		$327K Sell
2,995
-155
-5% -$16.3K 0.06% 347
2023
Q1 		$329K Sell
3,150
-302
-9% -$33.9K 0.06% 327
2022
Q4 		$372K Buy
3,452
+23
+0.7% +$2.5K 0.08% 316
2022
Q3 		$355K Sell
3,429
-23
-0.7% -$2.61K 0.08% 306
2022
Q2 		$359K Buy
3,452
+453
+15% +$52.2K 0.07% 348
2022
Q1 		$386K Buy
2,999
+60
+2% +$7.71K 0.06% 350
2021
Q4 		$411K Buy
2,939
+415
+16% +$60.2K 0.07% 313
2021
Q3 		$364K Buy
2,524
+685
+37% +$99.5K 0.06% 332
2021
Q2 		$281K Buy
1,839
+184
+11% +$27.3K 0.05% 386
2021
Q1 		$243K Buy
+1,655
New +$236K 0.05% 404
2020
Q1 		– Sell
-67
Closed -$7K – 538
2019
Q4 		$7K Buy
+67
New +$6.2K ﹤0.01% 618

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Institute for Wealth Management's IWC Position: Q2 2026 in Review

Institute for Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 20,048 shares worth $4.01M. The position accounts for 0.35% of the portfolio, ranked #56.

Institute for Wealth Management first reported a position in IWC in Q4 2019 and has held it in 23 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Institute for Wealth Management held 20,048 shares of iShares Micro-Cap ETF worth $4.01M as of Q2 2026.
  • Institute for Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up 0.35% of Institute for Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Institute for Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.