SRC
IWC icon

Sage Rhino Capital’s iShares Micro-Cap ETF IWC Stock Holding History

Sage Rhino Capital’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 		$617K Buy
3,086
+11
+0.4% +$2.01K 0.1% 137
2026
Q1 		$491K Buy
3,075
+1,417
+85% +$235K 0.09% 148
2025
Q4 		$261K Buy
+1,658
New +$258K 0.05% 222

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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 $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sage Rhino Capital's IWC Position: Q2 2026 in Review

Sage Rhino Capital increased its iShares Micro-Cap ETF (IWC) stake by 0.36% in Q2 2026, buying an estimated $2.01K and bringing the position to 3,086 shares worth $617K. The position accounts for 0.1% of the portfolio, ranked #137.

Sage Rhino Capital first reported a position in IWC in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Sage Rhino Capital held 3,086 shares of iShares Micro-Cap ETF worth $617K as of Q2 2026.
  • Sage Rhino Capital bought 11 iShares Micro-Cap ETF shares in Q2 2026, an estimated $2.01K.
  • iShares Micro-Cap ETF made up 0.1% of Sage Rhino Capital's portfolio in Q2 2026, its #137 holding.
  • Sage Rhino Capital first reported a position in iShares Micro-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.