MWM
IWC icon

Modera Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Modera Wealth 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
2026
Q2 		$1.26M Sell
6,311
-202
-3% -$37K 0.01% 309
2026
Q1 		$1.04M Hold
6,513
– – 0.01% 323
2025
Q4 		$1.03M Buy
6,513
+1
+0% +$156 0.01% 332
2025
Q3 		$971K Sell
6,512
-1,475
-18% -$205K 0.01% 344
2025
Q2 		$1.02M Hold
7,987
– – 0.01% 330
2025
Q1 		$886K Sell
7,987
-370
-4% -$46.1K 0.01% 340
2024
Q4 		$1.09M Buy
8,357
+555
+7% +$72.3K 0.01% 315
2024
Q3 		$962K Buy
7,802
+308
+4% +$37.2K 0.01% 314
2024
Q2 		$854K Buy
7,494
+3,834
+105% +$442K 0.01% 314
2024
Q1 		$444K Hold
3,660
– – 0.01% 408
2023
Q4 		$425K Sell
3,660
-618
-14% -$62.7K 0.01% 396
2023
Q3 		$428K Hold
4,278
– – 0.01% 382
2023
Q2 		$468K Hold
4,278
– – 0.01% 391
2023
Q1 		$447K Hold
4,278
– – 0.02% 225
2022
Q4 		$461K Buy
4,278
+1
+0% +$109 0.02% 223
2022
Q3 		$442K Hold
4,277
– – 0.02% 200
2022
Q2 		$445K Buy
4,277
+16
+0.4% +$1.84K 0.02% 205
2022
Q1 		$549K Sell
4,261
-17
-0.4% -$2.18K 0.02% 197
2021
Q4 		$598K Buy
4,278
+27
+0.6% +$3.92K 0.02% 245
2021
Q3 		$614K Hold
4,251
– – 0.03% 141
2021
Q2 		$649K Hold
4,251
– – 0.04% 131
2021
Q1 		$625K Sell
4,251
-49
-1% -$7K 0.04% 125
2020
Q4 		$510K Hold
4,300
– – 0.04% 134
2020
Q3 		$389K Hold
4,300
– – 0.06% 105
2020
Q2 		$375K Hold
4,300
– – 0.06% 102
2020
Q1 		$288K Buy
+4,300
New +$380K 0.06% 115

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Modera Wealth Management's IWC Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares Micro-Cap ETF (IWC) stake by 3.1% in Q2 2026, selling an estimated $37K and leaving 6,311 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #309.

Modera Wealth Management first reported a position in IWC in Q1 2020 and has held it in 26 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Modera Wealth Management held 6,311 shares of iShares Micro-Cap ETF worth $1.26M as of Q2 2026.
  • Modera Wealth Management sold 202 iShares Micro-Cap ETF shares in Q2 2026, an estimated $37K.
  • iShares Micro-Cap ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Modera Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.