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SIMA Wealth Partners’s iShares Micro-Cap ETF IWC Stock Holding History

SIMA Wealth Partners’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
2025
Q1 		– Sell
-153
Closed -$20K – 186
2024
Q4 		$20K Hold
153
– – 0.02% 118
2024
Q3 		$18.9K Hold
153
– – 0.02% 110
2024
Q2 		$17.5K Buy
+153
New +$17.6K 0.02% 114

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

SIMA Wealth Partners's IWC Position: Q1 2025 in Review

SIMA Wealth Partners sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 153 shares — an estimated $20K sold.

SIMA Wealth Partners first reported a position in IWC in Q2 2024 and held it in 3 quarters. The position peaked at $20K in Q4 2024. 208 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

  • SIMA Wealth Partners reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 153 iShares Micro-Cap ETF shares in Q1 2025, an estimated $20K.
  • SIMA Wealth Partners first reported a position in iShares Micro-Cap ETF in Q2 2024 and held it in 3 quarters.
  • SIMA Wealth Partners's iShares Micro-Cap ETF position peaked at $20K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on SIMA Wealth Partners's 13F filing for Q1 2025, filed 15 Jun 2026.