Steward Partners Investment Advisory
IWC icon

Steward Partners Investment Advisory’s iShares Micro-Cap ETF IWC Stock Holding History

Steward Partners Investment Advisory’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 		$4.86K Sell
24
-3,492
-99% -$639K ﹤0.01% 3987
2026
Q1 		$561K Buy
3,516
+3,109
+764% +$516K ﹤0.01% 1456
2025
Q4 		$64.2K Sell
407
-1,323
-76% -$206K ﹤0.01% 2543
2025
Q3 		$258K Buy
1,730
+1,729
+172,900% +$240K ﹤0.01% 1733
2025
Q2 		$153 Sell
1
-1,593
-100% -$184K ﹤0.01% 4029
2025
Q1 		$177K Sell
1,594
-139
-8% -$17.3K ﹤0.01% 1712
2024
Q4 		$226K Buy
1,733
+1,636
+1,687% +$213K ﹤0.01% 1538
2024
Q3 		$12K Buy
+97
New +$11.7K ﹤0.01% 2881
2024
Q2 		– Sell
-3
Closed -$364 – 3661
2024
Q1 		$364 Hold
3
– – ﹤0.01% 3451
2023
Q4 		$348 Hold
3
– – ﹤0.01% 3384
2023
Q3 		$300 Buy
+3
New +$324 ﹤0.01% 3279
2022
Q4 		– Sell
-434
Closed -$45K – 3420
2022
Q3 		$45K Buy
434
+327
+306% +$37.1K ﹤0.01% 1838
2022
Q2 		$11K Buy
+107
New +$12.3K ﹤0.01% 2488
2021
Q3 		– Sell
-7
Closed -$1K – 3245
2021
Q2 		$1K Buy
+7
New +$1.04K ﹤0.01% 6969
2021
Q1 		– Sell
-25
Closed -$3K – 3455
2020
Q4 		$3K Buy
25
+5
+25% +$528 ﹤0.01% 2633
2020
Q3 		$2K Buy
+20
New +$1.82K ﹤0.01% 2578

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Whittier Trust
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
WhitTier Trust Company
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
Empirical Wealth Management
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

Steward Partners Investment Advisory's IWC Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Micro-Cap ETF (IWC) stake by 99% in Q2 2026, selling an estimated $639K and leaving 24 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3987.

Steward Partners Investment Advisory first reported a position in IWC in Q3 2020 and has held it in 16 quarters since. The position peaked at $561K in Q1 2026. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Steward Partners Investment Advisory held 24 shares of iShares Micro-Cap ETF worth $4.86K as of Q2 2026.
  • Steward Partners Investment Advisory sold 3,492 iShares Micro-Cap ETF shares in Q2 2026, an estimated $639K.
  • iShares Micro-Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3987 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Micro-Cap ETF in Q3 2020 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's iShares Micro-Cap ETF position peaked at $561K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.