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Silver Grove Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History

Silver Grove Financial Group’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 		$287K Buy
+1,437
New +$263K 0.16% 111
2026
Q1 		– Sell
-2,313
Closed -$345K – 521
2025
Q4 		$345K Hold
2,313
– – 0.3% 71
2025
Q3 		$345K Buy
+2,313
New +$321K 0.33% 72

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

Silver Grove Financial Group's IWC Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,437 shares worth $287K. The stake represents 0.16% of the portfolio and ranks #111 among its holdings. This is a return to the name: Silver Grove Financial Group previously reported a position in IWC as recently as Q4 2025.

Silver Grove Financial Group first reported a position in IWC in Q3 2025 and has held it in 3 quarters since. The position peaked at $345K in Q4 2025. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Silver Grove Financial Group held 1,437 shares of iShares Micro-Cap ETF worth $287K as of Q2 2026.
  • iShares Micro-Cap ETF was a new Silver Grove Financial Group position in Q2 2026.
  • iShares Micro-Cap ETF made up 0.16% of Silver Grove Financial Group's portfolio in Q2 2026, its #111 holding.
  • Silver Grove Financial Group first reported a position in iShares Micro-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Silver Grove Financial Group's iShares Micro-Cap ETF position peaked at $345K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.