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Spire Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Spire Wealth Management’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 		$422K Hold
2,109
– – 0.01% 588
2026
Q1 		$337K Hold
2,109
– – 0.01% 633
2025
Q4 		$333K Sell
2,109
-1,191
-36% -$185K 0.01% 648
2025
Q3 		$492K Sell
3,300
-138
-4% -$19.1K 0.02% 531
2025
Q2 		$439K Sell
3,438
-5
-0.1% -$578 0.02% 543
2025
Q1 		$382K Sell
3,443
-1
-0% -$125 0.01% 650
2024
Q4 		$449K Sell
3,444
-48
-1% -$6.25K 0.01% 577
2024
Q3 		$431K Buy
3,492
+1,066
+44% +$129K 0.01% 557
2024
Q2 		$277K Sell
2,426
-1,090
-31% -$126K 0.01% 634
2024
Q1 		$426K Sell
3,516
-9
-0.3% -$1.03K 0.01% 560
2023
Q4 		$388K Sell
3,525
-32
-0.9% -$3.25K 0.01% 580
2023
Q3 		$356K Hold
3,557
– – 0.01% 556
2023
Q2 		$389K Sell
3,557
-724
-17% -$76K 0.01% 555
2023
Q1 		$447K Buy
4,281
+1,158
+37% +$130K 0.02% 518
2022
Q4 		$337K Buy
3,123
+354
+13% +$38.6K 0.02% 435
2022
Q3 		$286K Sell
2,769
-1,802
-39% -$205K 0.02% 453
2022
Q2 		$475K Sell
4,571
-2,502
-35% -$288K 0.02% 489
2022
Q1 		$912K Sell
7,073
-109
-2% -$14K 0.02% 408
2021
Q4 		$1M Sell
7,182
-2,583
-26% -$375K 0.02% 468
2021
Q3 		$1.34M Sell
9,765
-14,820
-60% -$2.15M 0.04% 350
2021
Q2 		$3.75M Buy
24,585
+16,545
+206% +$2.45M 0.1% 192
2021
Q1 		$873K Buy
+8,040
New +$1.15M 0.02% 488

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

Spire Wealth Management's IWC Position: Q2 2026 in Review

Spire Wealth Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 2,109 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #588.

Spire Wealth Management first reported a position in IWC in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.75M in Q2 2021. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Spire Wealth Management held 2,109 shares of iShares Micro-Cap ETF worth $422K as of Q2 2026.
  • Spire Wealth Management left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #588 holding.
  • Spire Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Micro-Cap ETF position peaked at $3.75M in Q2 2021.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.