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

McClarren Financial 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
2025 Q1	–	Sell	-890	Closed	-$116K	–	325
2024 Q4	$116K	Buy	+890	New	+$116K	0.33%	51
2024 Q3	–	Sell	-114	Closed	-$101K	–	297
2024 Q2	$101K	Buy	+114	New	+$13.1K	0.07%	108
2024 Q1	–	Sell	-885	Closed	-$103K	–	393
2023 Q4	$103K	Buy	885 +7	+0.8%	+$710	0.08%	108
2023 Q3	$87K	Sell	878 -36	-4%	-$3.89K	0.08%	110
2023 Q2	$99K	Buy	914 +3	+0.3%	+$315	0.08%	103
2023 Q1	$95K	Buy	911 +2	+0.2%	+$224	0.09%	103
2022 Q4	$98K	Buy	909 +3	+0.3%	+$327	0.09%	107
2022 Q3	$93K	Buy	+906	New	+$103K	0.09%	92
2022 Q2	–	Sell	-906	Closed	-$116K	–	144
2022 Q1	$116K	Hold	906	–	–	0.08%	80
2021 Q4	$127K	Buy	906 +4	+0.4%	+$580	0.09%	82
2021 Q3	$130K	Buy	902 +2	+0.2%	+$291	0.1%	70
2021 Q2	$137K	Sell	900 -116	-11%	-$17.2K	0.11%	66
2021 Q1	$149K	Buy	1,016 +1	+0.1%	+$143	0.13%	64
2020 Q4	$120K	Buy	+1,015	New	+$107K	0.12%	68

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

EWM

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

McClarren Financial Advisors's IWC Position: Q1 2025 in Review

McClarren Financial Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 890 shares — an estimated $116K sold.

McClarren Financial Advisors first reported a position in IWC in Q4 2020 and held it in 14 quarters. The position peaked at $149K in Q1 2021. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

McClarren Financial Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
McClarren Financial Advisors sold 890 iShares Micro-Cap ETF shares in Q1 2025, an estimated $116K.
McClarren Financial Advisors first reported a position in iShares Micro-Cap ETF in Q4 2020 and held it in 14 quarters.
McClarren Financial Advisors's iShares Micro-Cap ETF position peaked at $149K in Q1 2021.
208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.