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
Q2 		– Sell
-2,287
Closed -$365K – 160
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 $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

KFA Private Wealth Group's IWC Position: Q2 2026 in Review

KFA Private Wealth Group sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 2,287 shares — an estimated $365K sold.

KFA Private Wealth Group first reported a position in IWC in Q1 2025 and held it in 5 quarters. The position peaked at $365K in Q1 2026. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • KFA Private Wealth Group reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • KFA Private Wealth Group sold 2,287 iShares Micro-Cap ETF shares in Q2 2026, an estimated $365K.
  • KFA Private Wealth Group first reported a position in iShares Micro-Cap ETF in Q1 2025 and held it in 5 quarters.
  • KFA Private Wealth Group's iShares Micro-Cap ETF position peaked at $365K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.