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IWC icon

Transce3nd’s iShares Micro-Cap ETF IWC Stock Holding History

Transce3nd’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
Q3 		– Sell
-65
Closed -$8.3K – 664
2025
Q2 		$8.3K Hold
65
– – ﹤0.01% 621
2025
Q1 		$7.21K Hold
65
– – ﹤0.01% 645
2024
Q4 		$8.47K Buy
+65
New +$8.46K ﹤0.01% 787

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $4.48B AUM 19.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transce3nd's IWC Position: Q3 2025 in Review

Transce3nd sold out of iShares Micro-Cap ETF (IWC) in Q3 2025, closing a stake of 65 shares — an estimated $8.3K sold.

Transce3nd first reported a position in IWC in Q4 2024 and held it in 3 quarters. The position peaked at $8.47K in Q4 2024. 226 funds tracked by Wall St. Rank hold IWC as of Q3 2025.

  • Transce3nd reported no remaining iShares Micro-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 65 iShares Micro-Cap ETF shares in Q3 2025, an estimated $8.3K.
  • Transce3nd first reported a position in iShares Micro-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's iShares Micro-Cap ETF position peaked at $8.47K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.