Lido Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Lido Advisors’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	$1.43M	Buy	8,965 +2,708	+43%	+$449K	﹤0.01%	812
2025 Q4	$943K	Buy	6,257 +1,160	+23%	+$180K	﹤0.01%	1031
2025 Q3	$760K	Buy	5,097 +1	+0%	+$139	﹤0.01%	1068
2025 Q2	$651K	Buy	5,096 +1	+0%	+$116	﹤0.01%	1011
2025 Q1	$565K	Buy	5,095 +1	+0%	+$125	﹤0.01%	980
2024 Q4	$664K	Sell	5,094 -448	-8%	-$58.3K	﹤0.01%	912
2024 Q3	$684K	Buy	5,542 +451	+9%	+$54.5K	﹤0.01%	844
2024 Q2	$580K	Buy	5,091 +1	+0%	+$115	﹤0.01%	880
2024 Q1	$617K	Buy	5,090 +1	+0%	+$115	﹤0.01%	834
2023 Q4	$590K	Buy	5,089 +4	+0.1%	+$406	﹤0.01%	798
2023 Q3	$509K	Buy	5,085 +2,125	+72%	+$230K	﹤0.01%	742
2023 Q2	$324K	Buy	+2,960	New	+$311K	﹤0.01%	893

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lido Advisors's IWC Position: Q1 2026 in Review

Lido Advisors increased its iShares Micro-Cap ETF (IWC) stake by 43% in Q1 2026, buying an estimated $449K and bringing the position to 8,965 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Lido Advisors first reported a position in IWC in Q2 2023 and has held it in 12 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Lido Advisors held 8,965 shares of iShares Micro-Cap ETF worth $1.43M as of Q1 2026.
Lido Advisors bought 2,708 iShares Micro-Cap ETF shares in Q1 2026, an estimated $449K.
iShares Micro-Cap ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #812 holding.
Lido Advisors first reported a position in iShares Micro-Cap ETF in Q2 2023 and has held it in 12 quarters since.
265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.