Ridgewood Investments’s iShares Micro-Cap ETF IWC Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-26	Closed	-$3.32K	–	442
2025 Q2	$3.32K	Hold	26	–	–	﹤0.01%	632
2025 Q1	$2.88K	Hold	26	–	–	﹤0.01%	600
2024 Q4	$3.39K	Hold	26	–	–	﹤0.01%	614
2024 Q3	$3.21K	Hold	26	–	–	﹤0.01%	632
2024 Q2	$2.96K	Buy	+26	New	+$3K	﹤0.01%	640
2023 Q3	–	Sell	-26	Closed	-$2.84K	–	472
2023 Q2	$2.84K	Hold	26	–	–	﹤0.01%	663
2023 Q1	$2.72K	Buy	+26	New	+$2.92K	﹤0.01%	664

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

EWM

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

TCM

TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Ridgewood Investments's IWC Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Micro-Cap ETF (IWC) in Q3 2025, closing a stake of 26 shares — an estimated $3.32K sold.

Ridgewood Investments first reported a position in IWC in Q1 2023 and held it in 7 quarters. The position peaked at $3.39K in Q4 2024. 226 funds tracked by Wall St. Rank hold IWC as of Q3 2025.

Ridgewood Investments reported no remaining iShares Micro-Cap ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 26 iShares Micro-Cap ETF shares in Q3 2025, an estimated $3.32K.
Ridgewood Investments first reported a position in iShares Micro-Cap ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's iShares Micro-Cap ETF position peaked at $3.39K in Q4 2024.
226 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.