TCM
IWC icon

Tassel Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

Tassel Capital Management’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 		$239K Buy
+1,196
New +$219K 0.11% 44
2025
Q1 		– Sell
-1,751
Closed -$228K – 42
2024
Q4 		$228K Buy
+1,751
New +$228K 0.2% 37

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

Tassel Capital Management's IWC Position: Q2 2026 in Review

Tassel Capital Management opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,196 shares worth $239K. The stake represents 0.11% of the portfolio and ranks #44 among its holdings. This is a return to the name: Tassel Capital Management previously reported a position in IWC as recently as Q4 2024.

Tassel Capital Management first reported a position in IWC in Q4 2024 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Tassel Capital Management held 1,196 shares of iShares Micro-Cap ETF worth $239K as of Q2 2026.
  • iShares Micro-Cap ETF was a new Tassel Capital Management position in Q2 2026.
  • iShares Micro-Cap ETF made up 0.11% of Tassel Capital Management's portfolio in Q2 2026, its #44 holding.
  • Tassel Capital Management first reported a position in iShares Micro-Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Tassel Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.