SMC
IWC icon

Smith, Moore & Co’s iShares Micro-Cap ETF IWC Stock Holding History

Smith, Moore & Co’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 		$7.59M Sell
47,580
-67
-0.1% -$11.1K 0.55% 38
2025
Q4 		$7.51M Buy
47,647
+780
+2% +$121K 0.57% 35
2025
Q3 		$6.99M Buy
46,867
+327
+0.7% +$45.4K 0.54% 38
2025
Q2 		$5.94M Sell
46,540
-530
-1% -$61.3K 0.5% 37
2025
Q1 		$5.22M Buy
47,070
+1,094
+2% +$136K 0.48% 45
2024
Q4 		$5.99M Buy
45,976
+361
+0.8% +$47K 0.55% 33
2024
Q3 		$5.63M Buy
45,615
+2,089
+5% +$252K 0.54% 37
2024
Q2 		$4.96M Buy
43,526
+233
+0.5% +$26.9K 0.51% 41
2024
Q1 		$5.25M Buy
43,293
+970
+2% +$112K 0.56% 34
2023
Q4 		$4.9M Buy
42,323
+789
+2% +$80K 0.58% 30
2023
Q3 		$4.15M Sell
41,534
-5
-0% -$541 0.55% 36
2023
Q2 		$4.53M Sell
41,539
-502
-1% -$52.7K 0.58% 35
2023
Q1 		$4.39M Sell
42,041
-427
-1% -$47.9K 0.6% 31
2022
Q4 		$4.58M Buy
42,468
+148
+0.3% +$16.1K 0.64% 29
2022
Q3 		$4.38M Sell
42,320
-812
-2% -$92.2K 0.66% 26
2022
Q2 		$4.48M Sell
43,132
-1,358
-3% -$156K 0.69% 25
2022
Q1 		$5.73M Buy
44,490
+105
+0.2% +$13.5K 0.78% 21
2021
Q4 		$6.2M Buy
44,385
+386
+0.9% +$56K 0.86% 17
2021
Q3 		$6.35M Buy
43,999
+145
+0.3% +$21.1K 0.97% 17
2021
Q2 		$6.71M Sell
43,854
-353
-0.8% -$52.3K 1.01% 17
2021
Q1 		$6.5M Buy
44,207
+954
+2% +$136K 1.05% 17
2020
Q4 		$5.12M Sell
43,253
-1,363
-3% -$144K 0.96% 18
2020
Q3 		$4.04M Sell
44,616
-621
-1% -$56.6K 0.84% 23
2020
Q2 		$3.94M Buy
45,237
+426
+1% +$33.3K 0.87% 22
2020
Q1 		$3M Sell
44,811
-686
-2% -$60.6K 0.79% 28
2019
Q4 		$4.53M Buy
45,497
+981
+2% +$90.7K 0.94% 24
2019
Q3 		$3.92M Buy
44,516
+3,320
+8% +$298K 0.87% 27
2019
Q2 		$3.93M Buy
41,196
+653
+2% +$60.5K 0.88% 26
2019
Q1 		$3.77M Buy
40,543
+519
+1% +$47.8K 0.9% 25
2018
Q4 		$3.3M Sell
40,024
-1,252
-3% -$116K 0.9% 24
2018
Q3 		$4.39M Buy
41,276
+91
+0.2% +$9.75K 1% 20
2018
Q2 		$4.35M Buy
41,185
+1,056
+3% +$108K 1.09% 16
2018
Q1 		$3.85M Buy
40,129
+140
+0.4% +$13.6K 1.03% 17
2017
Q4 		$3.83M Sell
39,989
-1,516
-4% -$144K 1.03% 18
2017
Q3 		$3.92M Buy
41,505
+112
+0.3% +$9.88K 1.11% 16
2017
Q2 		$3.68M Buy
41,393
+1,340
+3% +$115K 1.23% 15
2017
Q1 		$3.43M Sell
40,053
-776
-2% -$65.9K 1.23% 15
2016
Q4 		$3.5M Buy
40,829
+246
+0.6% +$19.8K 1.34% 14
2016
Q3 		$3.17M Buy
40,583
+204
+0.5% +$15.3K 1.27% 15
2016
Q2 		$2.86M Buy
40,379
+843
+2% +$58.9K 1.18% 17
2016
Q1 		$2.69M Buy
39,536
+2,214
+6% +$143K 1.16% 17
2015
Q4 		$2.69M Sell
37,322
-3,311
-8% -$244K 1.34% 16
2015
Q3 		$2.83M Buy
40,633
+1,038
+3% +$79.2K 1.57% 11
2015
Q2 		$3.23M Buy
39,595
+673
+2% +$54.1K 1.64% 10
2015
Q1 		$3.08M Buy
38,922
+589
+2% +$45.3K 1.63% 10
2014
Q4 		$2.95M Buy
38,333
+631
+2% +$45.8K 1.57% 9
2014
Q3 		$2.62M Buy
37,702
+2,288
+6% +$166K 1.46% 11
2014
Q2 		$2.7M Buy
35,414
+389
+1% +$28.5K 1.63% 13
2014
Q1 		$2.71M Sell
35,025
-17
-0% -$1.31K 1.62% 13
2013
Q4 		$2.63M Buy
+35,042
New +$2.49M 1.65% 11

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Smith, Moore & Co's IWC Position: Q1 2026 in Review

Smith, Moore & Co reduced its iShares Micro-Cap ETF (IWC) stake by 0.14% in Q1 2026, selling an estimated $11.1K and leaving 47,580 shares worth $7.59M. The position accounts for 0.55% of the portfolio, ranked #38.

Smith, Moore & Co first reported a position in IWC in Q4 2013 and has held it in 50 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Smith, Moore & Co held 47,580 shares of iShares Micro-Cap ETF worth $7.59M as of Q1 2026.
  • Smith, Moore & Co sold 67 iShares Micro-Cap ETF shares in Q1 2026, an estimated $11.1K.
  • iShares Micro-Cap ETF made up 0.55% of Smith, Moore & Co's portfolio in Q1 2026, its #38 holding.
  • Smith, Moore & Co first reported a position in iShares Micro-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.