IWC
IWC icon

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
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
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