Stratos Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Stratos Wealth Advisors’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	-4,805	Closed	-$716K	–	681
2025 Q3	$716K	Buy	+4,805	New	+$667K	0.03%	383
2025 Q1	–	Sell	-5,126	Closed	-$668K	–	709
2024 Q4	$668K	Buy	+5,126	New	+$667K	0.03%	405
2021 Q4	–	Sell	-1,499	Closed	-$216K	–	561
2021 Q3	$216K	Sell	1,499 -404	-21%	-$58.7K	0.02%	479
2021 Q2	$290K	Buy	+1,903	New	+$282K	0.03%	449
2019 Q4	–	Sell	-8,026	Closed	-$707K	–	203
2019 Q3	$707K	Buy	8,026 +407	+5%	+$36.6K	0.27%	92
2019 Q2	$710K	Buy	7,619 +297	+4%	+$27.5K	0.28%	84
2019 Q1	$679K	Buy	+7,322	New	+$675K	0.37%	74

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Stratos Wealth Advisors's IWC Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of iShares Micro-Cap ETF (IWC) in Q4 2025, closing a stake of 4,805 shares — an estimated $716K sold.

Stratos Wealth Advisors first reported a position in IWC in Q1 2019 and held it in 7 quarters. The position peaked at $716K in Q3 2025. 259 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

Stratos Wealth Advisors reported no remaining iShares Micro-Cap ETF position as of Q4 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 4,805 iShares Micro-Cap ETF shares in Q4 2025, an estimated $716K.
Stratos Wealth Advisors first reported a position in iShares Micro-Cap ETF in Q1 2019 and held it in 7 quarters.
Stratos Wealth Advisors's iShares Micro-Cap ETF position peaked at $716K in Q3 2025.
259 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.