KCM
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Kennedy Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

Kennedy Capital 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 		$4.14M Buy
20,675
+16,138
+356% +$2.95M 0.07% 354
2026
Q1 		$724K Buy
+4,537
New +$753K 0.02% 505
2025
Q1 		– Sell
-1,701
Closed -$222K – 672
2024
Q4 		$222K Buy
+1,701
New +$221K ﹤0.01% 657
2020
Q2 		– Sell
-6,758
Closed -$453K – 688
2020
Q1 		$453K Buy
+6,758
New +$597K 0.02% 622
2019
Q4 		– Sell
-10,752
Closed -$948K – 704
2019
Q3 		$948K Buy
+10,752
New +$966K 0.02% 596
2019
Q2 		– Sell
-3,735
Closed -$346K – 711
2019
Q1 		$346K Sell
3,735
-12,064
-76% -$1.11M 0.01% 669
2018
Q4 		$1.3M Buy
+15,799
New +$1.47M 0.03% 586
2018
Q2 		– Sell
-2,403
Closed -$231K – 765
2018
Q1 		$231K Sell
2,403
-1,217
-34% -$119K ﹤0.01% 719
2017
Q4 		$346K Buy
+3,620
New +$343K 0.01% 726
2017
Q1 		– Sell
-8,474
Closed -$727K – 743
2016
Q4 		$727K Buy
8,474
+3,008
+55% +$242K 0.01% 671
2016
Q3 		$426K Buy
5,466
+58
+1% +$4.36K 0.01% 685
2016
Q2 		$382K Hold
5,408
– – 0.01% 682
2016
Q1 		$367K Buy
5,408
+279
+5% +$18K 0.01% 703
2015
Q4 		$370K Buy
5,129
+207
+4% +$15.3K 0.01% 709
2015
Q3 		$343K Buy
4,922
+697
+16% +$53.1K 0.01% 702
2015
Q2 		$344K Sell
4,225
-1,074
-20% -$86.3K 0.01% 713
2015
Q1 		$419K Buy
5,299
+857
+19% +$65.9K 0.01% 694
2014
Q4 		$342K Buy
+4,442
New +$323K 0.01% 723

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Kennedy Capital Management's IWC Position: Q2 2026 in Review

Kennedy Capital Management increased its iShares Micro-Cap ETF (IWC) stake by 356% in Q2 2026, buying an estimated $2.95M and bringing the position to 20,675 shares worth $4.14M. The position accounts for 0.07% of the portfolio, ranked #354.

Kennedy Capital Management first reported a position in IWC in Q4 2014 and has held it in 18 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Kennedy Capital Management held 20,675 shares of iShares Micro-Cap ETF worth $4.14M as of Q2 2026.
  • Kennedy Capital Management bought 16,138 iShares Micro-Cap ETF shares in Q2 2026, an estimated $2.95M.
  • iShares Micro-Cap ETF made up 0.07% of Kennedy Capital Management's portfolio in Q2 2026, its #354 holding.
  • Kennedy Capital Management first reported a position in iShares Micro-Cap ETF in Q4 2014 and has held it in 18 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.