Trust Company of Vermont’s iShares Micro-Cap ETF IWC Stock Holding History

Trust Company of Vermont’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 Q4	$26.5K	Hold	168	–	–	﹤0.01%	696
2025 Q3	$25K	Hold	168	–	–	﹤0.01%	695
2025 Q2	$21.4K	Hold	168	–	–	﹤0.01%	703
2025 Q1	$18.6K	Hold	168	–	–	﹤0.01%	685
2024 Q4	$21.9K	Hold	168	–	–	﹤0.01%	662
2024 Q3	$20.7K	Hold	168	–	–	﹤0.01%	649
2024 Q2	$19.2K	Hold	168	–	–	﹤0.01%	616
2024 Q1	$20.4K	Hold	168	–	–	﹤0.01%	623
2023 Q4	$19.5K	Hold	168	–	–	﹤0.01%	550
2023 Q3	$16.8K	Hold	168	–	–	﹤0.01%	595
2023 Q2	$18.4K	Hold	168	–	–	﹤0.01%	597
2023 Q1	$17.6K	Hold	168	–	–	﹤0.01%	621
2022 Q4	$18.1K	Hold	168	–	–	﹤0.01%	596
2022 Q3	$17K	Hold	168	–	–	﹤0.01%	620
2022 Q2	$17K	Buy	+168	New	+$19.3K	﹤0.01%	590
2022 Q1	–	Sell	-168	Closed	-$23K	–	542
2021 Q4	$23K	Buy	+168	New	+$24.4K	﹤0.01%	569
2021 Q3	–	Sell	-168	Closed	-$26K	–	520
2021 Q2	$26K	Buy	+168	New	+$24.9K	﹤0.01%	538

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Trust Company of Vermont's IWC Position: Q4 2025 in Review

Trust Company of Vermont held its iShares Micro-Cap ETF (IWC) position steady in Q4 2025 at 168 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Trust Company of Vermont first reported a position in IWC in Q2 2021 and has held it in 17 quarters since. 259 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

Trust Company of Vermont held 168 shares of iShares Micro-Cap ETF worth $26.5K as of Q4 2025.
Trust Company of Vermont left its iShares Micro-Cap ETF share count unchanged in Q4 2025.
iShares Micro-Cap ETF made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #696 holding.
Trust Company of Vermont first reported a position in iShares Micro-Cap ETF in Q2 2021 and has held it in 17 quarters since.
259 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.