O'Connor Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History

O'Connor Financial 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
2025 Q1	–	Sell	-2,785	Closed	-$363K	–	56
2024 Q4	$363K	Buy	2,785 +5	+0.2%	+$651	0.19%	39
2024 Q3	$343K	Sell	2,780 -20	-0.7%	-$2.42K	0.18%	40
2024 Q2	$319K	Sell	2,800 -45	-2%	-$5.19K	0.19%	38
2024 Q1	$345K	Sell	2,845 -4,755	-63%	-$547K	0.21%	35
2023 Q4	$882K	Buy	7,600 +289	+4%	+$29.3K	0.55%	30
2023 Q3	$732K	Sell	7,311 -768	-10%	-$83K	0.5%	32
2023 Q2	$883K	Sell	8,079 -26,105	-76%	-$2.74M	0.61%	28
2023 Q1	$3.57M	Buy	+34,184	New	+$3.84M	2.69%	14

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

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

EWM

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

O'Connor Financial Group's IWC Position: Q1 2025 in Review

O'Connor Financial Group sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 2,785 shares — an estimated $363K sold.

O'Connor Financial Group first reported a position in IWC in Q1 2023 and held it in 8 quarters. The position peaked at $3.57M in Q1 2023. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

O'Connor Financial Group reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
O'Connor Financial Group sold 2,785 iShares Micro-Cap ETF shares in Q1 2025, an estimated $363K.
O'Connor Financial Group first reported a position in iShares Micro-Cap ETF in Q1 2023 and held it in 8 quarters.
O'Connor Financial Group's iShares Micro-Cap ETF position peaked at $3.57M in Q1 2023.
208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on O'Connor Financial Group's 13F filing for Q1 2025, filed 7 Apr 2025.