Keebeck Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Keebeck Wealth 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 Q2	$201K	Buy	+1,005	New	+$184K	0.02%	457
2024 Q4	–	Sell	-2,020	Closed	-$249K	–	289
2024 Q3	$249K	Hold	2,020	–	–	0.04%	225
2024 Q2	$230K	Hold	2,020	–	–	0.03%	239
2024 Q1	$245K	Hold	2,020	–	–	0.04%	254
2023 Q4	$234K	Hold	2,020	–	–	0.04%	246
2023 Q3	$203K	Hold	2,020	–	–	0.04%	246
2023 Q2	$221K	Hold	2,020	–	–	0.03%	249
2023 Q1	$211K	Hold	2,020	–	–	0.03%	239
2022 Q4	$218K	Hold	2,020	–	–	0.04%	223
2022 Q3	$209K	Hold	2,020	–	–	0.04%	218
2022 Q2	$210K	Hold	2,020	–	–	0.04%	221
2022 Q1	$260K	Hold	2,020	–	–	0.04%	211
2021 Q4	$282K	Hold	2,020	–	–	0.05%	192
2021 Q3	$292K	Hold	2,020	–	–	0.06%	182
2021 Q2	$308K	Hold	2,020	–	–	0.04%	204
2021 Q1	$297K	Sell	2,020 -530	-21%	-$75.7K	0.05%	197
2020 Q4	$303K	Hold	2,550	–	–	0.05%	180
2020 Q3	$230K	Hold	2,550	–	–	0.05%	172
2020 Q2	$222K	Buy	+2,550	New	+$199K	0.07%	152

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

Keebeck Wealth Management's IWC Position: Q2 2026 in Review

Keebeck Wealth Management opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,005 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #457 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in IWC as recently as Q3 2024.

Keebeck Wealth Management first reported a position in IWC in Q2 2020 and has held it in 19 quarters since. The position peaked at $308K in Q2 2021. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Keebeck Wealth Management held 1,005 shares of iShares Micro-Cap ETF worth $201K as of Q2 2026.
iShares Micro-Cap ETF was a new Keebeck Wealth Management position in Q2 2026.
iShares Micro-Cap ETF made up 0.02% of Keebeck Wealth Management's portfolio in Q2 2026, its #457 holding.
Keebeck Wealth Management first reported a position in iShares Micro-Cap ETF in Q2 2020 and has held it in 19 quarters since.
Keebeck Wealth Management's iShares Micro-Cap ETF position peaked at $308K in Q2 2021.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.