Merit Financial Group
IWC icon

Merit Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History

Merit Financial Group’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
Q3 		$12.9M Sell
69,689
-3,573
-5% -$691K 0.07% 227
2026
Q2 		$14.7M Buy
73,262
+30,191
+70% +$5.53M 0.09% 200
2026
Q1 		$6.87M Buy
+43,071
New +$7.15M 0.05% 316
2020
Q2 		– Sell
-12,402
Closed -$831K – 230
2020
Q1 		$831K Buy
12,402
+942
+8% +$83.2K 0.09% 87
2019
Q4 		$1.14M Sell
11,460
-148
-1% -$13.7K 0.1% 83
2019
Q3 		$1.02M Sell
11,608
-84
-0.7% -$7.54K 0.11% 49
2019
Q2 		$1.09M Sell
11,692
-1,557
-12% -$144K 0.13% 29
2019
Q1 		$1.23M Buy
13,249
+1,785
+16% +$164K 0.15% 25
2018
Q4 		$945K Sell
11,464
-466
-4% -$43.3K 0.14% 31
2018
Q3 		$1.27M Buy
11,930
+672
+6% +$72K 0.2% 27
2018
Q2 		$1.19M Buy
11,258
+1,066
+10% +$109K 0.21% 22
2018
Q1 		$979K Buy
10,192
+3,492
+52% +$340K 0.19% 23
2017
Q4 		$641K Buy
+6,700
New +$635K 0.14% 29

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Whittier Trust
Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return
WhitTier Trust Company
WhitTier Trust Company Reno, Nevada $5.7B AUM 25.03% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Merit Financial Group's IWC Position: Q3 2026 in Review

Merit Financial Group reduced its iShares Micro-Cap ETF (IWC) stake by 4.9% in Q3 2026, selling an estimated $691K and leaving 69,689 shares worth $12.9M. The position accounts for 0.07% of the portfolio, ranked #227.

Merit Financial Group first reported a position in IWC in Q4 2017 and has held it in 13 quarters since. The position peaked at $14.7M in Q2 2026. 219 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Merit Financial Group held 69,689 shares of iShares Micro-Cap ETF worth $12.9M as of Q3 2026.
  • Merit Financial Group sold 3,573 iShares Micro-Cap ETF shares in Q3 2026, an estimated $691K.
  • iShares Micro-Cap ETF made up 0.07% of Merit Financial Group's portfolio in Q3 2026, its #227 holding.
  • Merit Financial Group first reported a position in iShares Micro-Cap ETF in Q4 2017 and has held it in 13 quarters since.
  • Merit Financial Group's iShares Micro-Cap ETF position peaked at $14.7M in Q2 2026.
  • 219 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.