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

MeadowBrook Investment 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
-17
Closed -$2.22K – 292
2024
Q4 		$2.22K Hold
17
– – ﹤0.01% 307
2024
Q3 		$2.1K Hold
17
– – ﹤0.01% 307
2024
Q2 		$1.94K Hold
17
– – ﹤0.01% 300
2024
Q1 		$2.06K Hold
17
– – ﹤0.01% 303
2023
Q4 		$1.97K Buy
+17
New +$1.72K ﹤0.01% 314

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
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 $2.31B AUM 21.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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

MeadowBrook Investment Advisors's IWC Position: Q1 2025 in Review

MeadowBrook Investment Advisors sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 17 shares — an estimated $2.22K sold.

MeadowBrook Investment Advisors first reported a position in IWC in Q4 2023 and held it in 5 quarters. The position peaked at $2.22K in Q4 2024. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

  • MeadowBrook Investment Advisors reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 17 iShares Micro-Cap ETF shares in Q1 2025, an estimated $2.22K.
  • MeadowBrook Investment Advisors first reported a position in iShares Micro-Cap ETF in Q4 2023 and held it in 5 quarters.
  • MeadowBrook Investment Advisors's iShares Micro-Cap ETF position peaked at $2.22K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.