RIA
IWC icon

Regal Investment Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Regal Investment 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 		$3.46M Buy
21,664
+1
+0% +$166 0.2% 130
2025
Q4 		$3.42M Sell
21,663
-1,301
-6% -$202K 0.2% 129
2025
Q3 		$3.42M Sell
22,964
-310
-1% -$43K 0.22% 121
2025
Q2 		$2.97M Sell
23,274
-201
-0.9% -$23.2K 0.22% 121
2025
Q1 		$2.6M Buy
23,475
+41
+0.2% +$5.11K 0.21% 129
2024
Q4 		$3.06M Buy
23,434
+524
+2% +$68.2K 0.23% 120
2024
Q3 		$2.83M Buy
22,910
+511
+2% +$61.8K 0.2% 132
2024
Q2 		$2.55M Buy
22,399
+11
+0% +$1.27K 0.17% 149
2024
Q1 		$2.71M Buy
22,388
+288
+1% +$33.1K 0.19% 144
2023
Q4 		$2.56M Buy
22,100
+560
+3% +$56.8K 0.19% 135
2023
Q3 		$2.16M Sell
21,540
-211
-1% -$22.8K 0.18% 143
2023
Q2 		$2.38M Buy
21,751
+1,430
+7% +$150K 0.2% 126
2023
Q1 		$2.12M Sell
20,321
-156
-0.8% -$17.5K 0.19% 137
2022
Q4 		$2.21M Buy
20,477
+361
+2% +$39.3K 0.21% 118
2022
Q3 		$2.08M Buy
20,116
+1,086
+6% +$123K 0.22% 116
2022
Q2 		$1.98M Buy
19,030
+509
+3% +$58.6K 0.21% 117
2022
Q1 		$2.39M Buy
18,521
+596
+3% +$76.6K 0.22% 111
2021
Q4 		$2.5M Buy
17,925
+1,203
+7% +$175K 0.22% 108
2021
Q3 		$2.41M Buy
16,722
+1,185
+8% +$172K 0.23% 109
2021
Q2 		$2.37M Buy
15,537
+696
+5% +$103K 0.24% 106
2021
Q1 		$2.18M Sell
14,841
-2,146
-13% -$307K 2.21% 17
2020
Q4 		$2.02M Sell
16,987
-784
-4% -$82.9K 0.23% 111
2020
Q3 		$1.61M Sell
17,771
-360
-2% -$32.8K 1.9% 18
2020
Q2 		$1.58M Buy
18,131
+1,132
+7% +$88.5K 0.29% 86
2020
Q1 		$1.14M Sell
16,999
-458
-3% -$40.4K 1.67% 19
2019
Q4 		$1.74M Buy
17,457
+855
+5% +$79.1K 0.31% 105
2019
Q3 		$1.46M Buy
16,602
+952
+6% +$85.5K 0.29% 107
2019
Q2 		$1.46M Buy
15,650
+424
+3% +$39.3K 0.28% 110
2019
Q1 		$1.41M Buy
15,226
+925
+6% +$85.2K 0.29% 108
2018
Q4 		$1.18M Sell
14,301
-315
-2% -$29.3K 0.26% 111
2018
Q3 		$1.55M Buy
14,616
+4,238
+41% +$454K 0.33% 98
2018
Q2 		$1.1M Sell
10,378
-3,665
-26% -$374K 0.33% 100
2018
Q1 		$1.35M Buy
14,043
+554
+4% +$54K 0.3% 105
2017
Q4 		$1.29M Sell
13,489
-169
-1% -$16K 0.29% 104
2017
Q3 		$1.29M Sell
13,658
-123
-0.9% -$10.9K 0.3% 105
2017
Q2 		$1.23M Buy
13,781
+738
+6% +$63.6K 0.3% 100
2017
Q1 		$1.12M Buy
13,043
+514
+4% +$43.7K 0.29% 102
2016
Q4 		$1.07M Sell
12,529
-105
-0.8% -$8.43K 0.3% 102
2016
Q3 		$986K Sell
12,634
-71
-0.6% -$5.33K 0.28% 103
2016
Q2 		$898K Buy
12,705
+574
+5% +$40.1K 0.25% 114
2016
Q1 		$824K Buy
12,131
+885
+8% +$57.1K 0.22% 114
2015
Q4 		$810K Buy
11,246
+3,993
+55% +$294K 0.21% 122
2015
Q3 		$505K Buy
7,253
+2,195
+43% +$167K 0.13% 149
2015
Q2 		$412K Buy
5,058
+1,117
+28% +$89.7K 0.11% 167
2015
Q1 		$312K Buy
+3,941
New +$303K 0.08% 196
2013
Q4 		– Sell
-746
Closed -$51K – 896
2013
Q3 		$51K Buy
746
+106
+17% +$7K 0.03% 294
2013
Q2 		$40K Buy
+640
New +$38.2K 0.02% 326

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 $10.2B AUM 33.39% 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 $5.35B AUM 29.91% 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 $5B AUM 26.84% 1-Year Est. Return

Regal Investment Advisors's IWC Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares Micro-Cap ETF (IWC) stake by 0% in Q1 2026, buying an estimated $166 and bringing the position to 21,664 shares worth $3.46M. The position accounts for 0.2% of the portfolio, ranked #130.

Regal Investment Advisors first reported a position in IWC in Q2 2013 and has held it in 47 quarters since. 266 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Regal Investment Advisors held 21,664 shares of iShares Micro-Cap ETF worth $3.46M as of Q1 2026.
  • Regal Investment Advisors bought 1 iShares Micro-Cap ETF share in Q1 2026, an estimated $166.
  • iShares Micro-Cap ETF made up 0.2% of Regal Investment Advisors's portfolio in Q1 2026, its #130 holding.
  • Regal Investment Advisors first reported a position in iShares Micro-Cap ETF in Q2 2013 and has held it in 47 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.