TFG
IWC icon

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
Q2 		$319K Sell
1,595
-278
-15% -$50.9K 0.09% 70
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 $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

Tilson Financial Group's IWC Position: Q2 2026 in Review

Tilson Financial Group reduced its iShares Micro-Cap ETF (IWC) stake by 15% in Q2 2026, selling an estimated $50.9K and leaving 1,595 shares worth $319K. 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 13 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Tilson Financial Group held 1,595 shares of iShares Micro-Cap ETF worth $319K as of Q2 2026.
  • Tilson Financial Group sold 278 iShares Micro-Cap ETF shares in Q2 2026, an estimated $50.9K.
  • iShares Micro-Cap ETF made up 0.09% of Tilson Financial Group's portfolio in Q2 2026, its #70 holding.
  • Tilson Financial Group first reported a position in iShares Micro-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Tilson Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.