Legacy Financial Group (Iowa)
IWC icon

Legacy Financial Group (Iowa)’s iShares Micro-Cap ETF IWC Stock Holding History

Legacy Financial Group (Iowa)’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 		$826K Sell
4,130
-131
-3% -$24K 0.09% 74
2026
Q1 		$680K Buy
4,261
+1
+0% +$166 0.09% 72
2025
Q4 		$711K Sell
4,260
-158
-4% -$24.6K 0.09% 72
2025
Q3 		$659K Hold
4,418
– – 0.09% 70
2025
Q2 		$564K Sell
4,418
-90
-2% -$10.4K 0.08% 73
2025
Q1 		$500K Sell
4,508
-257
-5% -$32K 0.08% 75
2024
Q4 		$621K Buy
+4,765
New +$620K 0.1% 67
2024
Q3 		– Sell
-4,532
Closed -$517K – 77
2024
Q2 		$517K Sell
4,532
-104
-2% -$12K 0.1% 68
2024
Q1 		$562K Buy
+4,636
New +$533K 0.11% 63
2023
Q4 		– Sell
-5,116
Closed -$512K – 268
2023
Q3 		$512K Buy
+5,116
New +$553K 0.12% 60
2021
Q3 		– Sell
-10,094
Closed -$1.54M – 63
2021
Q2 		$1.54M Sell
10,094
-1,985
-16% -$294K 0.47% 34
2021
Q1 		$1.77M Sell
12,079
-3,281
-21% -$469K 0.62% 30
2020
Q4 		$1.82M Buy
+15,360
New +$1.62M 0.7% 31

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

Legacy Financial Group (Iowa)'s IWC Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares Micro-Cap ETF (IWC) stake by 3.1% in Q2 2026, selling an estimated $24K and leaving 4,130 shares worth $826K. The position accounts for 0.09% of the portfolio, ranked #74.

Legacy Financial Group (Iowa) first reported a position in IWC in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.82M in Q4 2020. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Legacy Financial Group (Iowa) held 4,130 shares of iShares Micro-Cap ETF worth $826K as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 131 iShares Micro-Cap ETF shares in Q2 2026, an estimated $24K.
  • iShares Micro-Cap ETF made up 0.09% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #74 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Micro-Cap ETF in Q4 2020 and has held it in 13 quarters since.
  • Legacy Financial Group (Iowa)'s iShares Micro-Cap ETF position peaked at $1.82M in Q4 2020.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.