NewEdge Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

NewEdge Advisors’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	$2.65M	Buy	13,239 +536	+4%	+$98.1K	0.01%	1075
2026 Q1	$2.03M	Buy	12,703 +10,667	+524%	+$1.77M	0.01%	1099
2025 Q4	$321K	Buy	2,036 +1,886	+1,257%	+$293K	﹤0.01%	2267
2025 Q3	$22.4K	Hold	150	–	–	﹤0.01%	3090
2025 Q2	$19.1K	Hold	150	–	–	﹤0.01%	2974
2025 Q1	$16.6K	Sell	150 -5,643	-97%	-$703K	﹤0.01%	2929
2024 Q4	$755K	Buy	5,793 +5,733	+9,555%	+$746K	﹤0.01%	1313
2024 Q3	$7.4K	Buy	+60	New	+$7.25K	﹤0.01%	3031
2024 Q2	–	Sell	-3,380	Closed	-$410K	–	3900
2024 Q1	$410K	Buy	+3,380	New	+$389K	﹤0.01%	1459
2023 Q1	–	Sell	-68	Closed	-$7.33K	–	3798
2022 Q4	$7.33K	Buy	+68	New	+$7.41K	﹤0.01%	2462

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

NewEdge Advisors's IWC Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Micro-Cap ETF (IWC) stake by 4.2% in Q2 2026, buying an estimated $98.1K and bringing the position to 13,239 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #1075.

NewEdge Advisors first reported a position in IWC in Q4 2022 and has held it in 10 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

NewEdge Advisors held 13,239 shares of iShares Micro-Cap ETF worth $2.65M as of Q2 2026.
NewEdge Advisors bought 536 iShares Micro-Cap ETF shares in Q2 2026, an estimated $98.1K.
iShares Micro-Cap ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1075 holding.
NewEdge Advisors first reported a position in iShares Micro-Cap ETF in Q4 2022 and has held it in 10 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.