Richard W. Paul & Associates’s iShares Micro-Cap ETF IWC Stock Holding History

Richard W. Paul & Associates’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	$11K	Hold	55	–	–	﹤0.01%	222
2026 Q1	$8.78K	Hold	55	–	–	﹤0.01%	225
2025 Q4	$8.67K	Hold	55	–	–	﹤0.01%	223
2025 Q3	$8.2K	Hold	55	–	–	﹤0.01%	227
2025 Q2	$7.02K	Sell	55 -15	-21%	-$1.73K	﹤0.01%	255
2025 Q1	$7.76K	Hold	70	–	–	﹤0.01%	244
2024 Q4	$9.13K	Hold	70	–	–	﹤0.01%	315
2024 Q3	$8.63K	Hold	70	–	–	﹤0.01%	320
2024 Q2	$7.98K	Hold	70	–	–	﹤0.01%	321
2024 Q1	$8.48K	Hold	70	–	–	﹤0.01%	327
2023 Q4	$8.12K	Hold	70	–	–	﹤0.01%	324
2023 Q3	$7.01K	Hold	70	–	–	﹤0.01%	319
2023 Q2	$7.65K	Hold	70	–	–	﹤0.01%	336
2023 Q1	$7.32K	Hold	70	–	–	﹤0.01%	347
2022 Q4	$7.55K	Buy	+70	New	+$7.62K	﹤0.01%	339

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

Richard W. Paul & Associates's IWC Position: Q2 2026 in Review

Richard W. Paul & Associates held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 55 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Richard W. Paul & Associates first reported a position in IWC in Q4 2022 and has held it in 15 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Richard W. Paul & Associates held 55 shares of iShares Micro-Cap ETF worth $11K as of Q2 2026.
Richard W. Paul & Associates left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #222 holding.
Richard W. Paul & Associates first reported a position in iShares Micro-Cap ETF in Q4 2022 and has held it in 15 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.