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Physician Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Physician Wealth Advisors’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 		$1.24M Sell
7,743
-177
-2% -$29.4K 0.17% 66
2025
Q4 		$1.25M Sell
7,920
-573
-7% -$89.1K 0.17% 60
2025
Q3 		$1.27M Sell
8,493
-477
-5% -$66.2K 0.18% 63
2025
Q2 		$1.15M Buy
8,970
+114
+1% +$13.2K 0.18% 62
2025
Q1 		$982K Sell
8,856
-412
-4% -$51.3K 0.17% 67
2024
Q4 		$1.21M Sell
9,268
-1,205
-12% -$157K 0.2% 61
2024
Q3 		$1.32M Sell
10,473
-1,274
-11% -$154K 0.24% 53
2024
Q2 		$1.52M Sell
11,747
-275
-2% -$31.7K 0.28% 54
2024
Q1 		$1.34M Sell
12,022
-585
-5% -$67.3K 0.28% 54
2023
Q4 		$1.42M Buy
12,607
+86
+0.7% +$8.72K 0.32% 49
2023
Q3 		$1.23M Sell
12,521
-183
-1% -$19.8K 0.32% 49
2023
Q2 		$1.4M Buy
12,704
+55
+0.4% +$5.78K 0.35% 41
2023
Q1 		$1.33M Sell
12,649
-131
-1% -$14.7K 0.35% 42
2022
Q4 		$1.49M Sell
12,780
-899
-7% -$97.9K 0.4% 38
2022
Q3 		$1.48M Sell
13,679
-523
-4% -$59.4K 0.45% 37
2022
Q2 		$1.63M Sell
14,202
-2,056
-13% -$237K 0.47% 36
2022
Q1 		$1.95M Sell
16,258
-21
-0.1% -$2.7K 0.52% 38
2021
Q4 		$2.22M Buy
16,279
+174
+1% +$25.2K 0.58% 35
2021
Q3 		$2.36M Buy
16,105
+128
+0.8% +$18.6K 0.65% 31
2021
Q2 		$2.29M Sell
15,977
-239
-1% -$35.4K 0.66% 33
2021
Q1 		$2.43M Sell
16,216
-445
-3% -$63.6K 0.79% 29
2020
Q4 		$2.45M Sell
16,661
-5,178
-24% -$547K 0.83% 28
2020
Q3 		$2.04M Sell
21,839
-906
-4% -$82.6K 0.82% 28
2020
Q2 		$2.2M Sell
22,745
-1,218
-5% -$95.2K 0.89% 26
2020
Q1 		$1.69M Buy
23,963
+1,688
+8% +$149K 0.85% 26
2019
Q4 		$2.2M Sell
22,275
-731
-3% -$67.6K 0.98% 23
2019
Q3 		$2.16M Buy
+23,006
New +$2.07M 1.06% 22

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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

Physician Wealth Advisors's IWC Position: Q1 2026 in Review

Physician Wealth Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 2.2% in Q1 2026, selling an estimated $29.4K and leaving 7,743 shares worth $1.24M. The position accounts for 0.17% of the portfolio, ranked #66.

Physician Wealth Advisors first reported a position in IWC in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.45M in Q4 2020. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Physician Wealth Advisors held 7,743 shares of iShares Micro-Cap ETF worth $1.24M as of Q1 2026.
  • Physician Wealth Advisors sold 177 iShares Micro-Cap ETF shares in Q1 2026, an estimated $29.4K.
  • iShares Micro-Cap ETF made up 0.17% of Physician Wealth Advisors's portfolio in Q1 2026, its #66 holding.
  • Physician Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • Physician Wealth Advisors's iShares Micro-Cap ETF position peaked at $2.45M in Q4 2020.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.