Optivise Advisory Services’s iShares Micro-Cap ETF IWC Stock Holding History

Optivise Advisory Services’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	–	Sell	-9,027	Closed	-$1.42M	–	204
2025 Q4	$1.42M	Sell	9,027 -238	-3%	-$37K	0.82%	32
2025 Q3	$1.38M	Buy	+9,265	New	+$1.29M	0.82%	32

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

Optivise Advisory Services's IWC Position: Q1 2026 in Review

Optivise Advisory Services sold out of iShares Micro-Cap ETF (IWC) in Q1 2026, closing a stake of 9,027 shares — an estimated $1.42M sold.

Optivise Advisory Services first reported a position in IWC in Q3 2025 and held it in 2 quarters. The position peaked at $1.42M in Q4 2025. 266 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Optivise Advisory Services reported no remaining iShares Micro-Cap ETF position as of Q1 2026 after selling out during the quarter.
Optivise Advisory Services sold 9,027 iShares Micro-Cap ETF shares in Q1 2026, an estimated $1.42M.
Optivise Advisory Services first reported a position in iShares Micro-Cap ETF in Q3 2025 and held it in 2 quarters.
Optivise Advisory Services's iShares Micro-Cap ETF position peaked at $1.42M in Q4 2025.
266 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Optivise Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.