Integrated Wealth Concepts’s iShares Micro-Cap ETF IWC Stock Holding History

Integrated Wealth Concepts’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	$719K	Buy	3,592 +820	+30%	+$150K	﹤0.01%	1430
2026 Q1	$442K	Buy	2,772 +1,416	+104%	+$235K	﹤0.01%	1613
2025 Q4	$214K	Sell	1,356 -140	-9%	-$21.8K	﹤0.01%	1490
2025 Q3	$223K	Sell	1,496 -266	-15%	-$36.9K	﹤0.01%	1793
2025 Q2	$225K	Sell	1,762 -103	-6%	-$11.9K	﹤0.01%	1703
2025 Q1	$207K	Sell	1,865 -225	-11%	-$28K	﹤0.01%	1606
2024 Q4	$272K	Buy	+2,090	New	+$272K	﹤0.01%	1426
2021 Q3	–	Sell	-1,422	Closed	-$217K	–	966
2021 Q2	$217K	Buy	+1,422	New	+$211K	0.01%	750

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

Integrated Wealth Concepts's IWC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Micro-Cap ETF (IWC) stake by 30% in Q2 2026, buying an estimated $150K and bringing the position to 3,592 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Integrated Wealth Concepts first reported a position in IWC in Q2 2021 and has held it in 8 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Integrated Wealth Concepts held 3,592 shares of iShares Micro-Cap ETF worth $719K as of Q2 2026.
Integrated Wealth Concepts bought 820 iShares Micro-Cap ETF shares in Q2 2026, an estimated $150K.
iShares Micro-Cap ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1430 holding.
Integrated Wealth Concepts first reported a position in iShares Micro-Cap ETF in Q2 2021 and has held it in 8 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.