JIC
IWC icon

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
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
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