Joel Isaacson & Co’s iShares Micro-Cap ETF IWC Stock Holding History

Joel Isaacson & Co’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	$355K	Sell	1,772 -157	-8%	-$28.7K	0.01%	355
2026 Q1	$308K	Buy	1,929 +103	+6%	+$17.1K	0.01%	359
2025 Q4	$288K	Buy	1,826 +6	+0.3%	+$933	0.01%	372
2025 Q3	$271K	Buy	1,820 +3	+0.2%	+$416	0.01%	370
2025 Q2	$232K	Buy	+1,817	New	+$210K	0.01%	385
2025 Q1	–	Sell	-1,712	Closed	-$223K	–	410
2024 Q4	$223K	Buy	1,712 +2	+0.1%	+$260	0.01%	348
2024 Q3	$211K	Buy	+1,710	New	+$207K	0.01%	347

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

Joel Isaacson & Co's IWC Position: Q2 2026 in Review

Joel Isaacson & Co reduced its iShares Micro-Cap ETF (IWC) stake by 8.1% in Q2 2026, selling an estimated $28.7K and leaving 1,772 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #355.

Joel Isaacson & Co first reported a position in IWC in Q3 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Joel Isaacson & Co held 1,772 shares of iShares Micro-Cap ETF worth $355K as of Q2 2026.
Joel Isaacson & Co sold 157 iShares Micro-Cap ETF shares in Q2 2026, an estimated $28.7K.
iShares Micro-Cap ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #355 holding.
Joel Isaacson & Co first reported a position in iShares Micro-Cap ETF in Q3 2024 and has held it in 7 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.