James Investment Research’s iShares Micro-Cap ETF IWC Stock Holding History

James Investment Research’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	$1.88M	Hold	9,403	–	–	0.19%	117
2026 Q1	$1.5M	Hold	9,403	–	–	0.17%	129
2025 Q4	$1.48M	Buy	+9,403	New	+$1.46M	0.16%	121
2021 Q3	–	Sell	-25	Closed	-$4K	–	517
2021 Q2	$4K	Sell	25 -75	-75%	-$11.1K	﹤0.01%	463
2021 Q1	$15K	Buy	+100	New	+$14.3K	﹤0.01%	428
2014 Q1	–	Sell	-500	Closed	-$38K	–	530
2013 Q4	$38K	Sell	500 -250	-33%	-$17.8K	﹤0.01%	387
2013 Q3	$51K	Hold	750	–	–	﹤0.01%	367
2013 Q2	$46K	Buy	+750	New	+$44.8K	﹤0.01%	370

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

James Investment Research's IWC Position: Q2 2026 in Review

James Investment Research held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 9,403 shares worth $1.88M. The position accounts for 0.19% of the portfolio, ranked #117.

James Investment Research first reported a position in IWC in Q2 2013 and has held it in 8 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

James Investment Research held 9,403 shares of iShares Micro-Cap ETF worth $1.88M as of Q2 2026.
James Investment Research left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up 0.19% of James Investment Research's portfolio in Q2 2026, its #117 holding.
James Investment Research first reported a position in iShares Micro-Cap ETF in Q2 2013 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 James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.