TopTier Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

TopTier 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	–	Sell	-500	Closed	-$79.8K	–	429
2026 Q1	$79.8K	Buy	+500	New	+$82.9K	0.05%	191

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

TopTier Wealth Management's IWC Position: Q2 2026 in Review

TopTier Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 500 shares — an estimated $79.8K sold.

TopTier Wealth Management first reported a position in IWC in Q1 2026 and held it in 1 quarter. The position peaked at $79.8K in Q1 2026. 272 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

TopTier Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 500 iShares Micro-Cap ETF shares in Q2 2026, an estimated $79.8K.
TopTier Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's iShares Micro-Cap ETF position peaked at $79.8K in Q1 2026.
272 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.