MWM
IWC icon

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

Mosley 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 		– Sell
-27
Closed -$4.03K – 806
2026
Q1 		$4.03K Buy
+27
New +$4.48K ﹤0.01% 352

Other funds holding IWC

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mosley Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 27 shares — an estimated $4.03K sold.

Mosley Wealth Management first reported a position in IWC in Q1 2026 and held it in 1 quarter. The position peaked at $4.03K in Q1 2026. 153 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Mosley Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Mosley Wealth Management sold 27 iShares Micro-Cap ETF shares in Q2 2026, an estimated $4.03K.
  • Mosley Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Mosley Wealth Management's iShares Micro-Cap ETF position peaked at $4.03K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.