TCV Trust & Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

TCV Trust & Wealth 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	$246K	Buy	+1,232	New	+$226K	0.02%	198
2022 Q2	–	Sell	-1,710	Closed	-$220K	–	201
2022 Q1	$220K	Buy	1,710 +250	+17%	+$32.1K	0.02%	193
2021 Q4	$204K	Hold	1,460	–	–	0.02%	205
2021 Q3	$210K	Buy	1,460 +30	+2%	+$4.36K	0.02%	188
2021 Q2	$218K	Sell	1,430 -50	-3%	-$7.41K	0.02%	177
2021 Q1	$217K	Buy	+1,480	New	+$211K	0.03%	175

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

TCV Trust & Wealth Management's IWC Position: Q2 2026 in Review

TCV Trust & Wealth Management opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,232 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #198 among its holdings. This is a return to the name: TCV Trust & Wealth Management previously reported a position in IWC as recently as Q1 2022.

TCV Trust & Wealth Management first reported a position in IWC in Q1 2021 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

TCV Trust & Wealth Management held 1,232 shares of iShares Micro-Cap ETF worth $246K as of Q2 2026.
iShares Micro-Cap ETF was a new TCV Trust & Wealth Management position in Q2 2026.
iShares Micro-Cap ETF made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #198 holding.
TCV Trust & Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2021 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.