Milestone Asset Management’s iShares Micro-Cap ETF IWC Stock Holding History

Milestone Asset 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	–	Sell	-2,541	Closed	-$379K	–	238
2025 Q3	$379K	Buy	+2,541	New	+$353K	0.07%	174
2025 Q2	–	Sell	-3,142	Closed	-$349K	–	225
2025 Q1	$349K	Sell	3,142 -1,655	-35%	-$206K	0.07%	178
2024 Q4	$626K	Buy	4,797 +1,528	+47%	+$199K	0.14%	139
2024 Q3	$403K	Buy	+3,269	New	+$395K	0.09%	154

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

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

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Milestone Asset Management's IWC Position: Q4 2025 in Review

Milestone Asset Management sold out of iShares Micro-Cap ETF (IWC) in Q4 2025, closing a stake of 2,541 shares — an estimated $379K sold.

Milestone Asset Management first reported a position in IWC in Q3 2024 and held it in 4 quarters. The position peaked at $626K in Q4 2024. 258 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

Milestone Asset Management reported no remaining iShares Micro-Cap ETF position as of Q4 2025 after selling out during the quarter.
Milestone Asset Management sold 2,541 iShares Micro-Cap ETF shares in Q4 2025, an estimated $379K.
Milestone Asset Management first reported a position in iShares Micro-Cap ETF in Q3 2024 and held it in 4 quarters.
Milestone Asset Management's iShares Micro-Cap ETF position peaked at $626K in Q4 2024.
258 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

Based on Milestone Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.