Kayne Anderson Rudnick Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$201K	Buy	1,258 +1	+0.1%	+$166	﹤0.01%	503
2025 Q4	$198K	Buy	+1,257	New	+$196K	﹤0.01%	502
2023 Q3	–	Sell	-243	Closed	-$26.6K	–	896
2023 Q2	$26.6K	Hold	243	–	–	﹤0.01%	541
2023 Q1	$25.4K	Hold	243	–	–	﹤0.01%	534
2022 Q4	$26.2K	Hold	243	–	–	﹤0.01%	541
2022 Q3	$25K	Hold	243	–	–	﹤0.01%	519
2022 Q2	$25K	Buy	243 +34	+16%	+$3.92K	﹤0.01%	507
2022 Q1	$27K	Hold	209	–	–	﹤0.01%	494
2021 Q4	$29K	Hold	209	–	–	﹤0.01%	500
2021 Q3	$30K	Buy	+209	New	+$30.4K	﹤0.01%	490
2021 Q2	–	Sell	-368	Closed	-$54.5K	–	576
2021 Q1	$54K	Buy	368 +1	+0.3%	+$143	﹤0.01%	456
2020 Q4	$44K	Buy	367 +1	+0.3%	+$106	﹤0.01%	449
2020 Q3	$33K	Buy	366 +1	+0.3%	+$91	﹤0.01%	433
2020 Q2	$32K	Buy	365 +1	+0.3%	+$78	﹤0.01%	419
2020 Q1	$25K	Buy	364 +2	+0.6%	+$177	﹤0.01%	418
2019 Q4	$36K	Buy	362 +1	+0.3%	+$92	﹤0.01%	391
2019 Q3	$32K	Buy	361 +1	+0.3%	+$90	﹤0.01%	382
2019 Q2	$34K	Buy	+360	New	+$33.4K	﹤0.01%	375

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's IWC Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management increased its iShares Micro-Cap ETF (IWC) stake by 0.08% in Q1 2026, buying an estimated $166 and bringing the position to 1,258 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Kayne Anderson Rudnick Investment Management first reported a position in IWC in Q2 2019 and has held it in 18 quarters since. 266 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 1,258 shares of iShares Micro-Cap ETF worth $201K as of Q1 2026.
Kayne Anderson Rudnick Investment Management bought 1 iShares Micro-Cap ETF share in Q1 2026, an estimated $166.
iShares Micro-Cap ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #503 holding.
Kayne Anderson Rudnick Investment Management first reported a position in iShares Micro-Cap ETF in Q2 2019 and has held it in 18 quarters since.
266 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.