SignatureFD’s iShares Micro-Cap ETF IWC Stock Holding History

SignatureFD’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	$50.7K	Buy	254 +1	+0.4%	+$183	﹤0.01%	1866
2026 Q1	$40.5K	Buy	253 +80	+46%	+$13.3K	﹤0.01%	1852
2025 Q4	$27.3K	Buy	+173	New	+$26.9K	﹤0.01%	1973
2019 Q2	–	Sell	-31	Closed	-$3K	–	2103
2019 Q1	$3K	Hold	31	–	–	﹤0.01%	1705
2018 Q4	$3K	Hold	31	–	–	﹤0.01%	1650
2018 Q3	$3K	Hold	31	–	–	﹤0.01%	1637
2018 Q2	$3K	Hold	31	–	–	﹤0.01%	1655
2018 Q1	$3K	Buy	+31	New	+$3.02K	﹤0.01%	1500
2016 Q4	–	Sell	-82	Closed	-$6K	–	719
2016 Q3	$6K	Hold	82	–	–	﹤0.01%	1176
2016 Q2	$6K	Hold	82	–	–	﹤0.01%	1047
2016 Q1	$6K	Hold	82	–	–	﹤0.01%	955
2015 Q4	$6K	Hold	82	–	–	﹤0.01%	847
2015 Q3	$6K	Hold	82	–	–	﹤0.01%	785
2015 Q2	$7K	Hold	82	–	–	﹤0.01%	699
2015 Q1	$6K	Sell	82 -988	-92%	-$76K	﹤0.01%	636
2014 Q4	$82K	Buy	1,070 +1,019	+1,998%	+$74K	0.02%	232
2014 Q3	$4K	Hold	51	–	–	﹤0.01%	558
2014 Q2	$4K	Buy	+51	New	+$3.74K	﹤0.01%	631

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

SignatureFD's IWC Position: Q2 2026 in Review

SignatureFD increased its iShares Micro-Cap ETF (IWC) stake by 0.4% in Q2 2026, buying an estimated $183 and bringing the position to 254 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

SignatureFD first reported a position in IWC in Q2 2014 and has held it in 18 quarters since. The position peaked at $82K in Q4 2014. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

SignatureFD held 254 shares of iShares Micro-Cap ETF worth $50.7K as of Q2 2026.
SignatureFD bought 1 iShares Micro-Cap ETF share in Q2 2026, an estimated $183.
iShares Micro-Cap ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1866 holding.
SignatureFD first reported a position in iShares Micro-Cap ETF in Q2 2014 and has held it in 18 quarters since.
SignatureFD's iShares Micro-Cap ETF position peaked at $82K in Q4 2014.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.