Private Advisor Group’s iShares Micro-Cap ETF IWC Stock Holding History

Private Advisor 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
2026 Q2	$247K	Buy	+1,234	New	+$226K	﹤0.01%	2225
2020 Q3	–	Sell	-777	Closed	-$68K	–	2525
2020 Q2	$68K	Buy	+777	New	+$60.7K	﹤0.01%	1917
2019 Q2	–	Sell	-2,168	Closed	-$201K	–	1704
2019 Q1	$201K	Buy	+2,168	New	+$200K	﹤0.01%	1405
2018 Q4	–	Sell	-2,016	Closed	-$214K	–	1474
2018 Q3	$214K	Sell	2,016 -458	-19%	-$49.1K	﹤0.01%	1416
2018 Q2	$264K	Buy	+2,474	New	+$253K	﹤0.01%	1048
2017 Q1	–	Sell	-3,356	Closed	-$289K	–	1436
2016 Q4	$289K	Buy	3,356 +271	+9%	+$21.8K	0.01%	972
2016 Q3	$240K	Hold	3,085	–	–	0.01%	931
2016 Q2	$217K	Buy	+3,085	New	+$215K	0.01%	959
2014 Q4	–	Sell	-2,398	Closed	-$167K	–	1154
2014 Q3	$167K	Buy	+2,398	New	+$174K	0.01%	883

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Private Advisor Group's IWC Position: Q2 2026 in Review

Private Advisor Group opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,234 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #2225 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in IWC as recently as Q2 2020.

Private Advisor Group first reported a position in IWC in Q3 2014 and has held it in 9 quarters since. The position peaked at $289K in Q4 2016. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Private Advisor Group held 1,234 shares of iShares Micro-Cap ETF worth $247K as of Q2 2026.
iShares Micro-Cap ETF was a new Private Advisor Group position in Q2 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2225 holding.
Private Advisor Group first reported a position in iShares Micro-Cap ETF in Q3 2014 and has held it in 9 quarters since.
Private Advisor Group's iShares Micro-Cap ETF position peaked at $289K in Q4 2016.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.