Sigma Planning Corp’s iShares Micro-Cap ETF IWC Stock Holding History

Sigma Planning Corp’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	$257K	Buy	+1,283	New	+$235K	0.01%	1197
2022 Q1	–	Sell	-1,467	Closed	-$205K	–	1438
2021 Q4	$205K	Buy	1,467 +16	+1%	+$2.32K	0.01%	1270
2021 Q3	$209K	Sell	1,451 -2,150	-60%	-$312K	0.01%	1245
2021 Q2	$550K	Buy	+3,601	New	+$534K	0.02%	789
2019 Q1	–	Sell	-18,221	Closed	-$1.5M	–	970
2018 Q4	$1.5M	Buy	18,221 +457	+3%	+$42.5K	0.11%	199
2018 Q3	$1.89M	Buy	+17,764	New	+$1.9M	0.11%	194
2018 Q1	–	Sell	-7,402	Closed	-$708K	–	888
2017 Q4	$708K	Buy	+7,402	New	+$701K	0.05%	339
2017 Q3	–	Sell	-3,378	Closed	-$300K	–	860
2017 Q2	$300K	Sell	3,378 -606	-15%	-$52.2K	0.03%	572
2017 Q1	$341K	Sell	3,984 -103	-3%	-$8.75K	0.03%	527
2016 Q4	$351K	Buy	+4,087	New	+$328K	0.04%	480

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

Sigma Planning Corp's IWC Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,283 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #1197 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in IWC as recently as Q4 2021.

Sigma Planning Corp first reported a position in IWC in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.89M in Q3 2018. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Sigma Planning Corp held 1,283 shares of iShares Micro-Cap ETF worth $257K as of Q2 2026.
iShares Micro-Cap ETF was a new Sigma Planning Corp position in Q2 2026.
iShares Micro-Cap ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1197 holding.
Sigma Planning Corp first reported a position in iShares Micro-Cap ETF in Q4 2016 and has held it in 10 quarters since.
Sigma Planning Corp's iShares Micro-Cap ETF position peaked at $1.89M in Q3 2018.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.