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Punch & Associates Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

Punch & Associates Investment 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
2026
Q2 		$79.6K Hold
398
– – ﹤0.01% 155
2026
Q1 		$63.5K Buy
398
+31
+8% +$5.14K ﹤0.01% 153
2025
Q4 		$57.9K Hold
367
– – ﹤0.01% 148
2025
Q3 		$54.7K Buy
367
+1
+0.3% +$139 ﹤0.01% 150
2025
Q2 		$46.7K Hold
366
– – ﹤0.01% 153
2025
Q1 		$40.6K Buy
366
+12
+3% +$1.5K ﹤0.01% 153
2024
Q4 		$46.2K Hold
354
– – ﹤0.01% 160
2024
Q3 		$43.7K Buy
+354
New +$42.8K ﹤0.01% 160
2024
Q1 		– Sell
-343
Closed -$39.8K – 207
2023
Q4 		$39.8K Sell
343
-11
-3% -$1.11K ﹤0.01% 221
2023
Q3 		$35.4K Buy
354
+7
+2% +$757 ﹤0.01% 219
2023
Q2 		$37.9K Buy
+347
New +$36.4K ﹤0.01% 221
2022
Q3 		– Sell
-485
Closed -$50K – 230
2022
Q2 		$50K Hold
485
– – ﹤0.01% 220
2022
Q1 		$62K Hold
485
– – ﹤0.01% 220
2021
Q4 		$68K Sell
485
-20
-4% -$2.9K ﹤0.01% 226
2021
Q3 		$73K Hold
505
– – ﹤0.01% 222
2021
Q2 		$77K Hold
505
– – ﹤0.01% 228
2021
Q1 		$74K Hold
505
– – ﹤0.01% 232
2020
Q4 		$60K Hold
505
– – ﹤0.01% 225
2020
Q3 		$46K Hold
505
– – ﹤0.01% 229
2020
Q2 		$44K Buy
505
+6
+1% +$469 ﹤0.01% 223
2020
Q1 		$33K Hold
499
– – ﹤0.01% 217
2019
Q4 		$50K Buy
+499
New +$46.2K ﹤0.01% 225
2019
Q1 		– Sell
-3,101
Closed -$256K – 210
2018
Q4 		$256K Buy
+3,101
New +$288K 0.02% 198
2016
Q1 		– Sell
-200
Closed -$14.4K – 193
2015
Q4 		$14.4K Buy
+200
New +$14.7K ﹤0.01% 218

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Punch & Associates Investment Management's IWC Position: Q2 2026 in Review

Punch & Associates Investment Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 398 shares worth $79.6K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Punch & Associates Investment Management first reported a position in IWC in Q4 2015 and has held it in 24 quarters since. The position peaked at $256K in Q4 2018. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Punch & Associates Investment Management held 398 shares of iShares Micro-Cap ETF worth $79.6K as of Q2 2026.
  • Punch & Associates Investment Management left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Punch & Associates Investment Management's portfolio in Q2 2026, its #155 holding.
  • Punch & Associates Investment Management first reported a position in iShares Micro-Cap ETF in Q4 2015 and has held it in 24 quarters since.
  • Punch & Associates Investment Management's iShares Micro-Cap ETF position peaked at $256K in Q4 2018.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Punch & Associates Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.