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Stephens Inc’s iShares Micro-Cap ETF IWC Stock Holding History

Stephens Inc’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 		$3.04M Hold
19,038
– – 0.04% 396
2025
Q4 		$3M Sell
19,038
-279
-1% -$43.4K 0.04% 399
2025
Q3 		$2.88M Hold
19,317
– – 0.04% 405
2025
Q2 		$2.47M Sell
19,317
-286
-1% -$33.1K 0.03% 413
2025
Q1 		$2.17M Hold
19,603
– – 0.03% 440
2024
Q4 		$2.56M Sell
19,603
-3,017
-13% -$393K 0.04% 394
2024
Q3 		$2.79M Buy
22,620
+128
+0.6% +$15.5K 0.04% 378
2024
Q2 		$2.56M Sell
22,492
-697
-3% -$80.3K 0.04% 379
2024
Q1 		$2.81M Sell
23,189
-3,538
-13% -$407K 0.04% 349
2023
Q4 		$3.1M Sell
26,727
-2,986
-10% -$303K 0.05% 306
2023
Q3 		$2.97M Sell
29,713
-4,082
-12% -$441K 0.06% 298
2023
Q2 		$3.69M Sell
33,795
-25,051
-43% -$2.63M 0.07% 275
2023
Q1 		$6.15M Sell
58,846
-4,028
-6% -$452K 0.12% 193
2022
Q4 		$6.78M Sell
62,874
-17,125
-21% -$1.86M 0.14% 172
2022
Q3 		$8.27M Sell
79,999
-20,798
-21% -$2.36M 0.18% 139
2022
Q2 		$10.5M Sell
100,797
-23,560
-19% -$2.71M 0.21% 108
2022
Q1 		$16M Sell
124,357
-25,292
-17% -$3.25M 0.26% 83
2021
Q4 		$20.9M Sell
149,649
-7,851
-5% -$1.14M 0.32% 72
2021
Q3 		$22.7M Sell
157,500
-15,179
-9% -$2.2M 0.35% 67
2021
Q2 		$26.4M Sell
172,679
-15,135
-8% -$2.24M 0.39% 60
2021
Q1 		$27.6M Sell
187,814
-110,548
-37% -$15.8M 0.45% 45
2020
Q4 		$35.4M Buy
+298,362
New +$31.5M 0.64% 24

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B 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 $761B 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 $5.75B AUM 21.14% 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 $501B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return