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 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

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

Goldman Sachs New York $761B 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

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return