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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
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
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

NewEdge Advisors's IWC Position: Q1 2026 in Review

NewEdge Advisors increased its iShares Micro-Cap ETF (IWC) stake by 524% in Q1 2026, buying an estimated $1.77M and bringing the position to 12,703 shares worth $2.03M. The position accounts for 0.01% of the portfolio, ranked #1099.

NewEdge Advisors first reported a position in IWC in Q4 2022 and has held it in 9 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • NewEdge Advisors held 12,703 shares of iShares Micro-Cap ETF worth $2.03M as of Q1 2026.
  • NewEdge Advisors bought 10,667 iShares Micro-Cap ETF shares in Q1 2026, an estimated $1.77M.
  • iShares Micro-Cap ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1099 holding.
  • NewEdge Advisors first reported a position in iShares Micro-Cap ETF in Q4 2022 and has held it in 9 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.