Stifel Financial
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Stifel Financial’s iShares Micro-Cap ETF IWC Stock Holding History

Stifel Financial’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 		$348K Sell
1,737
-29
-2% -$5.31K ﹤0.01% 3205
2026
Q1 		$282K Buy
1,766
+427
+32% +$70.8K ﹤0.01% 3225
2025
Q4 		$211K Buy
+1,339
New +$208K ﹤0.01% 3354
2025
Q2 		– Sell
-20,068
Closed -$2.23M – 3532
2025
Q1 		$2.23M Sell
20,068
-5,739
-22% -$715K ﹤0.01% 1690
2024
Q4 		$3.37M Buy
25,807
+4,472
+21% +$582K ﹤0.01% 1430
2024
Q3 		$2.63M Buy
21,335
+6,217
+41% +$751K ﹤0.01% 1599
2024
Q2 		$1.72M Buy
15,118
+513
+4% +$59.1K ﹤0.01% 1823
2024
Q1 		$1.77M Sell
14,605
-320
-2% -$36.8K ﹤0.01% 1800
2023
Q4 		$1.73M Buy
14,925
+524
+4% +$53.1K ﹤0.01% 1774
2023
Q3 		$1.44M Buy
14,401
+220
+2% +$23.8K ﹤0.01% 1804
2023
Q2 		$1.55M Buy
14,181
+251
+2% +$26.4K ﹤0.01% 1795
2023
Q1 		$1.46M Sell
13,930
-361
-3% -$40.5K ﹤0.01% 1774
2022
Q4 		$1.54M Buy
14,291
+375
+3% +$40.8K ﹤0.01% 1710
2022
Q3 		$1.44M Sell
13,916
-278
-2% -$31.6K ﹤0.01% 1691
2022
Q2 		$1.48M Buy
14,194
+245
+2% +$28.2K ﹤0.01% 1711
2022
Q1 		$1.8M Buy
13,949
+300
+2% +$38.5K ﹤0.01% 1691
2021
Q4 		$1.91M Sell
13,649
-3,462
-20% -$502K ﹤0.01% 1653
2021
Q3 		$2.47M Buy
17,111
+3,369
+25% +$489K ﹤0.01% 1440
2021
Q2 		$2.1M Buy
+13,742
New +$2.04M ﹤0.01% 1576
2020
Q1 		– Sell
-2,456
Closed -$242K – 2957
2019
Q4 		$242K Buy
+2,456
New +$227K ﹤0.01% 2653
2019
Q3 		– Sell
-6,361
Closed -$592K – 2913
2019
Q2 		$592K Buy
+6,361
New +$590K ﹤0.01% 2127

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

Stifel Financial's IWC Position: Q2 2026 in Review

Stifel Financial reduced its iShares Micro-Cap ETF (IWC) stake by 1.6% in Q2 2026, selling an estimated $5.31K and leaving 1,737 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #3205.

Stifel Financial first reported a position in IWC in Q2 2019 and has held it in 21 quarters since. The position peaked at $3.37M in Q4 2024. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Stifel Financial held 1,737 shares of iShares Micro-Cap ETF worth $348K as of Q2 2026.
  • Stifel Financial sold 29 iShares Micro-Cap ETF shares in Q2 2026, an estimated $5.31K.
  • iShares Micro-Cap ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3205 holding.
  • Stifel Financial first reported a position in iShares Micro-Cap ETF in Q2 2019 and has held it in 21 quarters since.
  • Stifel Financial's iShares Micro-Cap ETF position peaked at $3.37M in Q4 2024.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.