NorthRock Partners’s iShares Micro-Cap ETF IWC Stock Holding History

NorthRock Partners’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 Q2	–	Sell	-235	Closed	-$26.1K	–	812
2025 Q1	$26.1K	Hold	235	–	–	﹤0.01%	723
2024 Q4	$30.6K	Hold	235	–	–	﹤0.01%	678
2024 Q3	$29K	Hold	235	–	–	﹤0.01%	725
2024 Q2	$26.8K	Hold	235	–	–	﹤0.01%	704
2024 Q1	$28.5K	Hold	235	–	–	﹤0.01%	687
2023 Q4	$27.3K	Buy	+235	New	+$23.8K	﹤0.01%	644

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NorthRock Partners's IWC Position: Q2 2025 in Review

NorthRock Partners sold out of iShares Micro-Cap ETF (IWC) in Q2 2025, closing a stake of 235 shares — an estimated $26.1K sold.

NorthRock Partners first reported a position in IWC in Q4 2023 and held it in 6 quarters. The position peaked at $30.6K in Q4 2024. 206 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

NorthRock Partners reported no remaining iShares Micro-Cap ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 235 iShares Micro-Cap ETF shares in Q2 2025, an estimated $26.1K.
NorthRock Partners first reported a position in iShares Micro-Cap ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's iShares Micro-Cap ETF position peaked at $30.6K in Q4 2024.
206 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.