NMG
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New Millennium Group’s iShares Micro-Cap ETF IWC Stock Holding History

New Millennium Group’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
Q4 		– Sell
-2
Closed -$298 – 461
2025
Q3 		$298 Buy
+2
New +$277 ﹤0.01% 396

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

New Millennium Group's IWC Position: Q4 2025 in Review

New Millennium Group sold out of iShares Micro-Cap ETF (IWC) in Q4 2025, closing a stake of 2 shares — an estimated $298 sold.

New Millennium Group first reported a position in IWC in Q3 2025 and held it in 1 quarter. The position peaked at $298 in Q3 2025. 258 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

  • New Millennium Group reported no remaining iShares Micro-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • New Millennium Group sold 2 iShares Micro-Cap ETF shares in Q4 2025, an estimated $298.
  • New Millennium Group first reported a position in iShares Micro-Cap ETF in Q3 2025 and held it in 1 quarter.
  • New Millennium Group's iShares Micro-Cap ETF position peaked at $298 in Q3 2025.
  • 258 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.