Litman Gregory Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Litman Gregory Wealth 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
2025 Q4	$46.4K	Buy	+294	New	+$45.7K	﹤0.01%	236

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Litman Gregory Wealth Management's IWC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares Micro-Cap ETF (IWC) in Q4 2025: 294 shares worth $46.4K. The stake represents ﹤0.01% of the portfolio and ranks #236 among its holdings.

260 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

Litman Gregory Wealth Management held 294 shares of iShares Micro-Cap ETF worth $46.4K as of Q4 2025.
iShares Micro-Cap ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares Micro-Cap ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #236 holding.
260 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.