Norden Group
IWC icon

Norden Group’s iShares Micro-Cap ETF IWC Stock Holding History

Norden 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
2026
Q3 		$6.94M Buy
37,544
+35,617
+1,848% +$6.89M 0.52% 39
2026
Q2 		$386K Sell
1,927
-36,700
-95% -$6.72M 0.03% 456
2026
Q1 		$6.17M Sell
38,627
-7,305
-16% -$1.21M 0.59% 33
2025
Q4 		$7.24M Sell
45,932
-1,331
-3% -$207K 0.71% 27
2025
Q3 		$7.05M Buy
+47,263
New +$6.56M 0.72% 27

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Whittier Trust
Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return
WhitTier Trust Company
WhitTier Trust Company Reno, Nevada $5.7B AUM 25.03% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Norden Group's IWC Position: Q3 2026 in Review

Norden Group increased its iShares Micro-Cap ETF (IWC) stake by 1,848% in Q3 2026, buying an estimated $6.89M and bringing the position to 37,544 shares worth $6.94M. The position accounts for 0.52% of the portfolio, ranked #39.

Norden Group first reported a position in IWC in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.24M in Q4 2025. 195 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Norden Group held 37,544 shares of iShares Micro-Cap ETF worth $6.94M as of Q3 2026.
  • Norden Group bought 35,617 iShares Micro-Cap ETF shares in Q3 2026, an estimated $6.89M.
  • iShares Micro-Cap ETF made up 0.52% of Norden Group's portfolio in Q3 2026, its #39 holding.
  • Norden Group first reported a position in iShares Micro-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • Norden Group's iShares Micro-Cap ETF position peaked at $7.24M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Norden Group's 13F filing for Q3 2026, filed 20 Oct 2026.