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Sound Income Strategies’s iShares Micro-Cap ETF IWC Stock Holding History

Sound Income Strategies’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 		– Sell
-86
Closed -$13.8K – 1435
2026
Q1 		$13.8K Hold
86
– – ﹤0.01% 1353
2025
Q4 		$14.7K Hold
86
– – ﹤0.01% 1281
2025
Q3 		$13.2K Hold
86
– – ﹤0.01% 931
2025
Q2 		$11K Sell
86
-7,034
-99% -$813K ﹤0.01% 921
2025
Q1 		$790K Sell
7,120
-91
-1% -$11.3K 0.05% 161
2024
Q4 		$940K Buy
7,211
+576
+9% +$75K 0.06% 142
2024
Q3 		$818K Buy
6,635
+6,551
+7,799% +$792K 0.05% 144
2024
Q2 		$9.63K Buy
+84
New +$9.68K ﹤0.01% 782

Other funds holding IWC

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sound Income Strategies's IWC Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 86 shares — an estimated $13.8K sold.

Sound Income Strategies first reported a position in IWC in Q2 2024 and held it in 8 quarters. The position peaked at $940K in Q4 2024. 199 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 86 iShares Micro-Cap ETF shares in Q2 2026, an estimated $13.8K.
  • Sound Income Strategies first reported a position in iShares Micro-Cap ETF in Q2 2024 and held it in 8 quarters.
  • Sound Income Strategies's iShares Micro-Cap ETF position peaked at $940K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.