Janney Montgomery Scott
IWC icon

Janney Montgomery Scott’s iShares Micro-Cap ETF IWC Stock Holding History

Janney Montgomery Scott’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 		$327K Buy
+2,046
New +$339K ﹤0.01% 2325
2025
Q1 		– Sell
-4,832
Closed -$630K – 2768
2024
Q4 		$630K Buy
4,832
+1,803
+60% +$235K ﹤0.01% 1852
2024
Q3 		$374K Buy
+3,029
New +$366K ﹤0.01% 2155
2023
Q3 		– Sell
-95,087
Closed -$10.4M – 2674
2023
Q2 		$10.4M Buy
95,087
+126
+0.1% +$13.2K 0.04% 454
2023
Q1 		$9.92M Sell
94,961
-14,085
-13% -$1.58M 0.04% 420
2022
Q4 		$11.8M Buy
109,046
+17,366
+19% +$1.89M 0.05% 381
2022
Q3 		$9.48M Buy
91,680
+2,555
+3% +$290K 0.04% 399
2022
Q2 		$9.45M Buy
89,125
+2,954
+3% +$340K 0.04% 376
2022
Q1 		$11.1M Buy
86,171
+2,134
+3% +$274K 0.05% 358
2021
Q4 		$11.7M Sell
84,037
-41,998
-33% -$6.09M 0.05% 352
2021
Q3 		$18.2M Buy
126,035
+1,210
+1% +$176K 0.08% 232
2021
Q2 		$19M Buy
124,825
+27,972
+29% +$4.14M 0.08% 224
2021
Q1 		$14.2M Buy
96,853
+1,289
+1% +$184K 0.07% 251
2020
Q4 		$11.3M Buy
95,564
+57,413
+150% +$6.07M 0.05% 301
2020
Q3 		$3.45M Sell
38,151
-250
-0.7% -$22.8K 0.02% 600
2020
Q2 		$3.35M Sell
38,401
-985
-3% -$77K 0.02% 584
2020
Q1 		$2.64M Buy
39,386
+33,606
+581% +$2.97M 0.02% 597
2019
Q4 		$575K Buy
+5,780
New +$535K ﹤0.01% 1356
2019
Q1 		– Sell
-22,522
Closed -$1.86M – 2040
2018
Q4 		$1.86M Sell
22,522
-25,586
-53% -$2.38M 0.02% 663
2018
Q3 		$5.11M Buy
48,108
+29,478
+158% +$3.16M 0.04% 398
2018
Q2 		$1.97M Buy
+18,630
New +$1.9M 0.02% 681
2017
Q4 		– Sell
-32,328
Closed -$3.05M – 1949
2017
Q3 		$3.05M Buy
+32,328
New +$2.85M 0.03% 464
2017
Q2 		– Sell
-27,659
Closed -$2.37M – 1778
2017
Q1 		$2.37M Buy
+27,659
New +$2.35M 0.03% 501

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B 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 $871B 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 $6.85B AUM 30.02% 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 $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Janney Montgomery Scott's IWC Position: Q1 2026 in Review

Janney Montgomery Scott opened a new position in iShares Micro-Cap ETF (IWC) in Q1 2026: 2,046 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #2325 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in IWC as recently as Q4 2024.

Janney Montgomery Scott first reported a position in IWC in Q1 2017 and has held it in 23 quarters since. The position peaked at $19M in Q2 2021. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Janney Montgomery Scott held 2,046 shares of iShares Micro-Cap ETF worth $327K as of Q1 2026.
  • iShares Micro-Cap ETF was a new Janney Montgomery Scott position in Q1 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2325 holding.
  • Janney Montgomery Scott first reported a position in iShares Micro-Cap ETF in Q1 2017 and has held it in 23 quarters since.
  • Janney Montgomery Scott's iShares Micro-Cap ETF position peaked at $19M in Q2 2021.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.