NVWM LLC’s iShares Micro-Cap ETF IWC Stock Holding History

NVWM LLC’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	$1.06M	Buy	5,300 +3,911	+282%	+$716K	0.21%	126
2026 Q1	$222K	Sell	1,389 -2,535	-65%	-$421K	0.05%	198
2025 Q4	$619K	Sell	3,924 -127	-3%	-$19.8K	0.13%	158
2025 Q3	$604K	Buy	+4,051	New	+$562K	0.14%	176
2022 Q3	–	Sell	-2,560	Closed	-$266K	–	465
2022 Q2	$266K	Buy	+2,560	New	+$295K	0.1%	174
2021 Q2	–	Sell	-2,598	Closed	-$382K	–	448
2021 Q1	$382K	Buy	+2,598	New	+$371K	0.15%	159

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

NVWM LLC's IWC Position: Q2 2026 in Review

NVWM LLC increased its iShares Micro-Cap ETF (IWC) stake by 282% in Q2 2026, buying an estimated $716K and bringing the position to 5,300 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #126.

NVWM LLC first reported a position in IWC in Q1 2021 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

NVWM LLC held 5,300 shares of iShares Micro-Cap ETF worth $1.06M as of Q2 2026.
NVWM LLC bought 3,911 iShares Micro-Cap ETF shares in Q2 2026, an estimated $716K.
iShares Micro-Cap ETF made up 0.21% of NVWM LLC's portfolio in Q2 2026, its #126 holding.
NVWM LLC first reported a position in iShares Micro-Cap ETF in Q1 2021 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.