PWM
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Parkworth Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Parkworth Wealth Management’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
Q2 		$24.5K Buy
192
+1
+0.5% +$116 0.02% 125
2025
Q1 		$21.2K Hold
191
– – 0.02% 116
2024
Q4 		$24.9K Buy
+191
New +$24.9K 0.02% 112

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parkworth Wealth Management's IWC Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares Micro-Cap ETF (IWC) stake by 0.52% in Q2 2025, buying an estimated $116 and bringing the position to 192 shares worth $24.5K. The position accounts for 0.02% of the portfolio, ranked #125.

Parkworth Wealth Management first reported a position in IWC in Q4 2024 and has held it in 3 quarters since. The position peaked at $24.9K in Q4 2024. 206 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

  • Parkworth Wealth Management held 192 shares of iShares Micro-Cap ETF worth $24.5K as of Q2 2025.
  • Parkworth Wealth Management bought 1 iShares Micro-Cap ETF share in Q2 2025, an estimated $116.
  • iShares Micro-Cap ETF made up 0.02% of Parkworth Wealth Management's portfolio in Q2 2025, its #125 holding.
  • Parkworth Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's iShares Micro-Cap ETF position peaked at $24.9K in Q4 2024.
  • 206 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.