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 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

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Goldman Sachs New York $761B 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

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return