KPWG
IWC icon

KFA Private Wealth Group’s iShares Micro-Cap ETF IWC Stock Holding History

KFA Private Wealth Group’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 		$365K Hold
2,287
– – 0.09% 111
2025
Q4 		$361K Hold
2,287
– – 0.09% 105
2025
Q3 		$341K Hold
2,287
– – 0.1% 93
2025
Q2 		$292K Hold
2,287
– – 0.09% 104
2025
Q1 		$254K Buy
+2,287
New +$285K 0.09% 97

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B 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 $871B 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 $6.85B AUM 30.02% 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 $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

KFA Private Wealth Group's IWC Position: Q1 2026 in Review

KFA Private Wealth Group held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 2,287 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #111.

KFA Private Wealth Group first reported a position in IWC in Q1 2025 and has held it in 5 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • KFA Private Wealth Group held 2,287 shares of iShares Micro-Cap ETF worth $365K as of Q1 2026.
  • KFA Private Wealth Group left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
  • iShares Micro-Cap ETF made up 0.09% of KFA Private Wealth Group's portfolio in Q1 2026, its #111 holding.
  • KFA Private Wealth Group first reported a position in iShares Micro-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.