SWTS
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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 $75.5B AUM 35.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return