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NorthStar Asset Management (Pennsylvania)’s iShares Micro-Cap ETF IWC Stock Holding History

NorthStar Asset Management (Pennsylvania)’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 		$9.36K Buy
+50
New +$9.15K ﹤0.01% 239

Other funds holding IWC

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s IWC Position: Q2 2026 in Review

NorthStar Asset Management (Pennsylvania) opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 50 shares worth $9.36K. The stake represents ﹤0.01% of the portfolio and ranks #239 among its holdings.

180 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • NorthStar Asset Management (Pennsylvania) held 50 shares of iShares Micro-Cap ETF worth $9.36K as of Q2 2026.
  • iShares Micro-Cap ETF was a new NorthStar Asset Management (Pennsylvania) position in Q2 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #239 holding.
  • 180 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.