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Stonehaven Wealth & Tax Solutions’s iShares Micro-Cap ETF IWC Stock Holding History

Stonehaven Wealth & Tax Solutions’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
2025
Q4 		– Sell
-1,511
Closed -$225K – 92
2025
Q3 		$225K Buy
+1,511
New +$210K 0.21% 71
2025
Q1 		– Sell
-1,646
Closed -$215K – 82
2024
Q4 		$215K Buy
+1,646
New +$214K 0.23% 76

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's IWC Position: Q4 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of iShares Micro-Cap ETF (IWC) in Q4 2025, closing a stake of 1,511 shares — an estimated $225K sold.

Stonehaven Wealth & Tax Solutions first reported a position in IWC in Q4 2024 and held it in 2 quarters. The position peaked at $225K in Q3 2025. 259 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining iShares Micro-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 1,511 iShares Micro-Cap ETF shares in Q4 2025, an estimated $225K.
  • Stonehaven Wealth & Tax Solutions first reported a position in iShares Micro-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Stonehaven Wealth & Tax Solutions's iShares Micro-Cap ETF position peaked at $225K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q4 2025, filed 23 Jan 2026.