Michelson Medical Research Foundation’s iShares Micro-Cap ETF IWC Stock Holding History

Michelson Medical Research Foundation’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 Q2	$7.08M	Hold	35,385	–	–	6.54%	6
2026 Q1	$5.65M	Hold	35,385	–	–	5.73%	7
2025 Q4	$5.58M	Hold	35,385	–	–	5.59%	8
2025 Q3	$5.28M	Hold	35,385	–	–	4.59%	8
2025 Q2	$4.52M	Hold	35,385	–	–	4.33%	9
2025 Q1	$3.92M	Hold	35,385	–	–	3.28%	11
2024 Q4	$4.61M	Hold	35,385	–	–	3.87%	11
2024 Q3	$4.36M	Hold	35,385	–	–	3.08%	15
2024 Q2	$4.03M	Hold	35,385	–	–	3.47%	12
2024 Q1	$4.29M	Hold	35,385	–	–	2.6%	15
2023 Q4	$4.11M	Hold	35,385	–	–	2.71%	14
2023 Q3	$3.54M	Buy	+35,385	New	+$3.83M	2.39%	15

Other funds holding IWC

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Michelson Medical Research Foundation's IWC Position: Q2 2026 in Review

Michelson Medical Research Foundation held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 35,385 shares worth $7.08M. The position accounts for 6.54% of the portfolio, ranked #6.

Michelson Medical Research Foundation first reported a position in IWC in Q3 2023 and has held it in 12 quarters since. 272 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Michelson Medical Research Foundation held 35,385 shares of iShares Micro-Cap ETF worth $7.08M as of Q2 2026.
Michelson Medical Research Foundation left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up 6.54% of Michelson Medical Research Foundation's portfolio in Q2 2026, its #6 holding.
Michelson Medical Research Foundation first reported a position in iShares Micro-Cap ETF in Q3 2023 and has held it in 12 quarters since.
272 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Michelson Medical Research Foundation's 13F filing for Q2 2026, filed 14 Aug 2026.