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

Tilson Financial Group’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
Q1 		$299K Buy
1,873
+2
+0.1% +$332 0.09% 70
2025
Q4 		$295K Buy
1,871
+5
+0.3% +$778 0.09% 71
2025
Q3 		$278K Buy
1,866
+3
+0.2% +$416 0.09% 68
2025
Q2 		$238K Buy
1,863
+3
+0.2% +$347 0.09% 65
2025
Q1 		$206K Buy
1,860
+1
+0.1% +$125 0.08% 70
2024
Q4 		$242K Hold
1,859
– – 0.1% 63
2024
Q3 		$229K Buy
+1,859
New +$225K 0.1% 69
2024
Q2 		– Sell
-2,110
Closed -$256K – 49
2024
Q1 		$256K Hold
2,110
– – 0.14% 62
2023
Q4 		$245K Hold
2,110
– – 0.16% 58
2023
Q3 		$211K Buy
+2,110
New +$228K 0.17% 59
2023
Q2 		– Sell
-2,110
Closed -$221K – 40
2023
Q1 		$221K Hold
2,110
– – 0.18% 57
2022
Q4 		$228K Buy
+2,110
New +$230K 0.19% 55

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Tilson Financial Group's IWC Position: Q1 2026 in Review

Tilson Financial Group increased its iShares Micro-Cap ETF (IWC) stake by 0.11% in Q1 2026, buying an estimated $332 and bringing the position to 1,873 shares worth $299K. The position accounts for 0.09% of the portfolio, ranked #70.

Tilson Financial Group first reported a position in IWC in Q4 2022 and has held it in 12 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Tilson Financial Group held 1,873 shares of iShares Micro-Cap ETF worth $299K as of Q1 2026.
  • Tilson Financial Group bought 2 iShares Micro-Cap ETF shares in Q1 2026, an estimated $332.
  • iShares Micro-Cap ETF made up 0.09% of Tilson Financial Group's portfolio in Q1 2026, its #70 holding.
  • Tilson Financial Group first reported a position in iShares Micro-Cap ETF in Q4 2022 and has held it in 12 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.