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NBC Securities’s iShares Micro-Cap ETF IWC Stock Holding History

NBC Securities’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
Q1 		$2.71K Hold
17
– – ﹤0.01% 2266
2025
Q4 		$2.68K Hold
17
– – ﹤0.01% 2367
2025
Q3 		$2.53K Hold
17
– – ﹤0.01% 2370
2025
Q2 		$2K Hold
17
– – ﹤0.01% 2294
2025
Q1 		$1K Buy
+17
New +$2.12K ﹤0.01% 2086
2024
Q4 		– Sell
-17
Closed -$2K – 1681
2024
Q3 		$2K Hold
17
– – ﹤0.01% 2027
2024
Q2 		$1K Hold
17
– – ﹤0.01% 2045
2024
Q1 		$2K Hold
17
– – ﹤0.01% 1995
2023
Q4 		$1K Hold
17
– – ﹤0.01% 2068
2023
Q3 		$1K Buy
+17
New +$1.84K ﹤0.01% 2073

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

NBC Securities's IWC Position: Q1 2026 in Review

NBC Securities held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 17 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

NBC Securities first reported a position in IWC in Q3 2023 and has held it in 10 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • NBC Securities held 17 shares of iShares Micro-Cap ETF worth $2.71K as of Q1 2026.
  • NBC Securities left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of NBC Securities's portfolio in Q1 2026, its #2266 holding.
  • NBC Securities first reported a position in iShares Micro-Cap ETF in Q3 2023 and has held it in 10 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.