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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
Q2 		$3.79M Sell
18,938
-100
-0.5% -$18.3K 0.04% 359
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 $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

Stephens Inc's IWC Position: Q2 2026 in Review

Stephens Inc reduced its iShares Micro-Cap ETF (IWC) stake by 0.53% in Q2 2026, selling an estimated $18.3K and leaving 18,938 shares worth $3.79M. The position accounts for 0.04% of the portfolio, ranked #359.

Stephens Inc first reported a position in IWC in Q4 2020 and has held it in 23 quarters since. The position peaked at $35.4M in Q4 2020. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Stephens Inc held 18,938 shares of iShares Micro-Cap ETF worth $3.79M as of Q2 2026.
  • Stephens Inc sold 100 iShares Micro-Cap ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Micro-Cap ETF made up 0.04% of Stephens Inc's portfolio in Q2 2026, its #359 holding.
  • Stephens Inc first reported a position in iShares Micro-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Stephens Inc's iShares Micro-Cap ETF position peaked at $35.4M in Q4 2020.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.