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 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 $109B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

NVWM LLC's IWC Position: Q1 2026 in Review

NVWM LLC reduced its iShares Micro-Cap ETF (IWC) stake by 65% in Q1 2026, selling an estimated $421K and leaving 1,389 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #198.

NVWM LLC first reported a position in IWC in Q1 2021 and has held it in 5 quarters since. The position peaked at $619K in Q4 2025. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

NVWM LLC held 1,389 shares of iShares Micro-Cap ETF worth $222K as of Q1 2026.
NVWM LLC sold 2,535 iShares Micro-Cap ETF shares in Q1 2026, an estimated $421K.
iShares Micro-Cap ETF made up 0.05% of NVWM LLC's portfolio in Q1 2026, its #198 holding.
NVWM LLC first reported a position in iShares Micro-Cap ETF in Q1 2021 and has held it in 5 quarters since.
NVWM LLC's iShares Micro-Cap ETF position peaked at $619K in Q4 2025.
265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.