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Tradewinds Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

Tradewinds Capital 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
Q1 		$6.68K Hold
42
– – ﹤0.01% 434
2025
Q4 		$6.59K Hold
42
– – ﹤0.01% 422
2025
Q3 		$6.2K Sell
42
-21
-33% -$2.91K ﹤0.01% 417
2025
Q2 		$8.01K Buy
63
+22
+54% +$2.54K ﹤0.01% 375
2025
Q1 		$4.59K Buy
+41
New +$5.11K ﹤0.01% 427

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

Tradewinds Capital Management's IWC Position: Q1 2026 in Review

Tradewinds Capital Management held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 42 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Tradewinds Capital Management first reported a position in IWC in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.01K in Q2 2025. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Tradewinds Capital Management held 42 shares of iShares Micro-Cap ETF worth $6.68K as of Q1 2026.
  • Tradewinds Capital Management left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q1 2026, its #434 holding.
  • Tradewinds Capital Management first reported a position in iShares Micro-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • Tradewinds Capital Management's iShares Micro-Cap ETF position peaked at $8.01K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.