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

Moloney Securities 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 Q3	$247K	Hold	1,659	–	–	0.03%	402
2025 Q2	$212K	Buy	+1,659	New	+$192K	0.03%	431
2025 Q1	–	Sell	-1,544	Closed	-$201K	–	499
2024 Q4	$201K	Buy	+1,544	New	+$201K	0.03%	417
2022 Q2	–	Sell	-1,623	Closed	-$209K	–	404
2022 Q1	$209K	Sell	1,623 -9	-0.6%	-$1.16K	0.04%	373
2021 Q4	$228K	Sell	1,632 -380	-19%	-$55.1K	0.04%	383
2021 Q3	$290K	Buy	2,012 +13	+0.7%	+$1.89K	0.05%	327
2021 Q2	$305K	Sell	1,999 -3,908	-66%	-$579K	0.06%	318
2021 Q1	$868K	Buy	5,907 +3,794	+180%	+$542K	0.17%	150
2020 Q4	$251K	Buy	+2,113	New	+$223K	0.06%	323
2020 Q3	–	Sell	-2,303	Closed	-$201K	–	339
2020 Q2	$201K	Buy	+2,303	New	+$180K	0.06%	275
2020 Q1	–	Sell	-2,115	Closed	-$210K	–	320
2019 Q4	$210K	Buy	+2,115	New	+$196K	0.06%	312

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

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

EWM

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

TCM

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

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

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

CPIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moloney Securities Asset Management's IWC Position: Q3 2025 in Review

Moloney Securities Asset Management held its iShares Micro-Cap ETF (IWC) position steady in Q3 2025 at 1,659 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #402.

Moloney Securities Asset Management first reported a position in IWC in Q4 2019 and has held it in 11 quarters since. The position peaked at $868K in Q1 2021. 226 funds tracked by Wall St. Rank hold IWC as of Q3 2025.

Moloney Securities Asset Management held 1,659 shares of iShares Micro-Cap ETF worth $247K as of Q3 2025.
Moloney Securities Asset Management left its iShares Micro-Cap ETF share count unchanged in Q3 2025.
iShares Micro-Cap ETF made up 0.03% of Moloney Securities Asset Management's portfolio in Q3 2025, its #402 holding.
Moloney Securities Asset Management first reported a position in iShares Micro-Cap ETF in Q4 2019 and has held it in 11 quarters since.
Moloney Securities Asset Management's iShares Micro-Cap ETF position peaked at $868K in Q1 2021.
226 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.