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

Naviter Wealth’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	$200K	Buy	+1,000	New	+$183K	0.02%	296
2023 Q3	–	Sell	-1,950	Closed	-$213K	–	230
2023 Q2	$213K	Sell	1,950 -1	-0.1%	-$105	0.05%	211
2023 Q1	$204K	Sell	1,951 -13,332	-87%	-$1.5M	0.07%	178
2022 Q4	$1.78M	Buy	15,283 +9,051	+145%	+$986K	0.49%	43
2022 Q3	$644K	Buy	6,232 +1,497	+32%	+$170K	0.26%	94
2022 Q2	$492K	Sell	4,735 -3,913	-45%	-$451K	0.2%	123
2022 Q1	$1.11M	Sell	8,648 -118,112	-93%	-$15.2M	0.37%	49
2021 Q4	$17.7M	Buy	+126,760	New	+$18.4M	5.29%	5

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

Naviter Wealth's IWC Position: Q2 2026 in Review

Naviter Wealth opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,000 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #296 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in IWC as recently as Q2 2023.

Naviter Wealth first reported a position in IWC in Q4 2021 and has held it in 8 quarters since. The position peaked at $17.7M in Q4 2021. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Naviter Wealth held 1,000 shares of iShares Micro-Cap ETF worth $200K as of Q2 2026.
iShares Micro-Cap ETF was a new Naviter Wealth position in Q2 2026.
iShares Micro-Cap ETF made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #296 holding.
Naviter Wealth first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 8 quarters since.
Naviter Wealth's iShares Micro-Cap ETF position peaked at $17.7M in Q4 2021.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.