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Rockbridge Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

Rockbridge 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
Q1 		$2.02M Sell
12,669
-635
-5% -$105K 0.18% 42
2025
Q4 		$2.1M Sell
13,304
-1,140
-8% -$177K 0.2% 41
2025
Q3 		$2.15M Buy
14,444
+23
+0.2% +$3.19K 0.21% 40
2025
Q2 		$1.84M Buy
14,421
+22
+0.2% +$2.54K 0.2% 41
2025
Q1 		$1.6M Sell
14,399
-676
-4% -$84.2K 0.19% 42
2024
Q4 		$1.97M Sell
15,075
-1,743
-10% -$227K 0.25% 38
2024
Q3 		$2.07M Sell
16,818
-482
-3% -$58.2K 0.27% 39
2024
Q2 		$1.97M Sell
17,300
-231
-1% -$26.6K 0.28% 37
2024
Q1 		$2.12M Sell
17,531
-395
-2% -$45.4K 0.31% 36
2023
Q4 		$2.08M Buy
17,926
+115
+0.6% +$11.7K 0.32% 35
2023
Q3 		$1.78M Sell
17,811
-137
-0.8% -$14.8K 0.32% 37
2023
Q2 		$1.96M Buy
17,948
+413
+2% +$43.4K 0.35% 35
2023
Q1 		$1.83M Buy
17,535
+22
+0.1% +$2.47K 0.34% 36
2022
Q4 		$1.89M Sell
17,513
-12,222
-41% -$1.33M 0.38% 36
2022
Q3 		$3.07M Buy
29,735
+41
+0.1% +$4.66K 0.72% 27
2022
Q2 		$3.09M Buy
29,694
+6,389
+27% +$736K 0.67% 27
2022
Q1 		$3.05M Buy
23,305
+446
+2% +$57.3K 0.47% 38
2021
Q4 		$3.19M Buy
22,859
+16,335
+250% +$2.37M 0.47% 36
2021
Q3 		$942K Hold
6,524
– – 0.16% 65
2021
Q2 		$996K Sell
6,524
-786
-11% -$116K 0.17% 62
2021
Q1 		$1.07M Buy
7,310
+152
+2% +$21.7K 0.2% 57
2020
Q4 		$849K Buy
7,158
+6
+0.1% +$634 0.17% 60
2020
Q3 		$647K Sell
7,152
-32
-0.4% -$2.92K 0.15% 67
2020
Q2 		$627K Buy
+7,184
New +$562K 0.16% 65

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

Rockbridge Investment Management's IWC Position: Q1 2026 in Review

Rockbridge Investment Management reduced its iShares Micro-Cap ETF (IWC) stake by 4.8% in Q1 2026, selling an estimated $105K and leaving 12,669 shares worth $2.02M. The position accounts for 0.18% of the portfolio, ranked #42.

Rockbridge Investment Management first reported a position in IWC in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.19M in Q4 2021. 266 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Rockbridge Investment Management held 12,669 shares of iShares Micro-Cap ETF worth $2.02M as of Q1 2026.
  • Rockbridge Investment Management sold 635 iShares Micro-Cap ETF shares in Q1 2026, an estimated $105K.
  • iShares Micro-Cap ETF made up 0.18% of Rockbridge Investment Management's portfolio in Q1 2026, its #42 holding.
  • Rockbridge Investment Management first reported a position in iShares Micro-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Rockbridge Investment Management's iShares Micro-Cap ETF position peaked at $3.19M in Q4 2021.
  • 266 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

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