TFF
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The Family Firm’s iShares Micro-Cap ETF IWC Stock Holding History

The Family Firm’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
Q2 		$2.34M Buy
18,325
+804
+5% +$93K 0.56% 42
2025
Q1 		$1.94M Sell
17,521
-50,155
-74% -$6.25M 0.43% 53
2024
Q4 		$2.35M Sell
67,676
-382
-0.6% -$49.7K 0.52% 41
2024
Q3 		$2.28M Buy
68,058
+408
+0.6% +$49.3K 0.5% 45
2024
Q2 		$2.06M Buy
67,650
+50,709
+299% +$5.85M 0.46% 44
2024
Q1 		$2.05M Sell
16,941
-299
-2% -$34.4K 0.5% 41
2023
Q4 		$2M Buy
17,240
+851
+5% +$86.3K 0.52% 43
2023
Q3 		$1.64M Buy
16,389
+864
+6% +$93.4K 0.46% 47
2023
Q2 		$1.7M Buy
15,525
+2,221
+17% +$233K 0.45% 49
2023
Q1 		$1.39M Buy
13,304
+382
+3% +$42.9K 0.39% 53
2022
Q4 		$1.39M Buy
12,922
+241
+2% +$26.2K 0.41% 54
2022
Q3 		$1.31M Sell
12,681
-1,662
-12% -$189K 0.42% 50
2022
Q2 		$1.49M Buy
14,343
+147
+1% +$16.9K 0.44% 47
2022
Q1 		$1.83M Buy
14,196
+873
+7% +$112K 0.48% 44
2021
Q4 		$1.86M Buy
13,323
+36
+0.3% +$5.22K 0.48% 44
2021
Q3 		$1.95M Buy
13,287
+646
+5% +$93.8K 0.51% 41
2021
Q2 		$1.93M Sell
12,641
-355
-3% -$52.6K 0.53% 41
2021
Q1 		$1.91M Buy
12,996
+168
+1% +$24K 0.55% 40
2020
Q4 		$1.68M Buy
12,828
+3,510
+38% +$371K 0.5% 43
2020
Q3 		$843K Buy
9,318
+469
+5% +$42.8K 0.3% 60
2020
Q2 		$772K Buy
8,849
+2,570
+41% +$201K 0.29% 60
2020
Q1 		$421K Buy
6,279
+1,177
+23% +$104K 0.18% 83
2019
Q4 		$508K Buy
5,102
+1,160
+29% +$107K 0.17% 85
2019
Q3 		$347K Buy
3,942
+1,470
+59% +$132K 0.12% 102
2019
Q2 		$230K Buy
+2,472
New +$229K 0.08% 131

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

The Family Firm's IWC Position: Q2 2025 in Review

The Family Firm increased its iShares Micro-Cap ETF (IWC) stake by 4.6% in Q2 2025, buying an estimated $93K and bringing the position to 18,325 shares worth $2.34M. The position accounts for 0.56% of the portfolio, ranked #42.

The Family Firm first reported a position in IWC in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.35M in Q4 2024. 207 funds tracked by Wall St. Rank hold IWC as of Q2 2025.

  • The Family Firm held 18,325 shares of iShares Micro-Cap ETF worth $2.34M as of Q2 2025.
  • The Family Firm bought 804 iShares Micro-Cap ETF shares in Q2 2025, an estimated $93K.
  • iShares Micro-Cap ETF made up 0.56% of The Family Firm's portfolio in Q2 2025, its #42 holding.
  • The Family Firm first reported a position in iShares Micro-Cap ETF in Q2 2019 and has held it in 25 quarters since.
  • The Family Firm's iShares Micro-Cap ETF position peaked at $2.35M in Q4 2024.
  • 207 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.