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

Summit 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	$277K	Buy	1,384 +2	+0.1%	+$366	﹤0.01%	1363
2026 Q1	$221K	Buy	1,382 +2	+0.1%	+$332	﹤0.01%	1315
2025 Q4	$218K	Sell	1,380 -1,580	-53%	-$246K	﹤0.01%	1218
2025 Q3	$441K	Sell	2,960 -185	-6%	-$25.7K	0.01%	918
2025 Q2	$402K	Sell	3,145 -2,373	-43%	-$274K	0.01%	613
2025 Q1	$612K	Buy	+5,518	New	+$688K	0.02%	466

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Summit Financial's IWC Position: Q2 2026 in Review

Summit Financial increased its iShares Micro-Cap ETF (IWC) stake by 0.14% in Q2 2026, buying an estimated $366 and bringing the position to 1,384 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Summit Financial first reported a position in IWC in Q1 2025 and has held it in 6 quarters since. The position peaked at $612K in Q1 2025. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Summit Financial held 1,384 shares of iShares Micro-Cap ETF worth $277K as of Q2 2026.
Summit Financial bought 2 iShares Micro-Cap ETF shares in Q2 2026, an estimated $366.
iShares Micro-Cap ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1363 holding.
Summit Financial first reported a position in iShares Micro-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial's iShares Micro-Cap ETF position peaked at $612K in Q1 2025.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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