Tucker Asset Management’s iShares Micro-Cap ETF IWC Stock Holding History

Tucker Asset 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	$4.4K	Sell	22 -1,488	-99%	-$272K	﹤0.01%	376
2026 Q1	$241K	Buy	1,510 +1,429	+1,764%	+$237K	0.07%	118
2025 Q4	$12.8K	Buy	81 +5	+7%	+$778	﹤0.01%	536
2025 Q3	$11.3K	Buy	76 +34	+81%	+$4.72K	﹤0.01%	251
2025 Q2	$5.36K	Sell	42 -1,375	-97%	-$159K	﹤0.01%	244
2025 Q1	$157K	Buy	1,417 +101	+8%	+$12.6K	0.05%	112
2024 Q4	$172K	Buy	1,316 +108	+9%	+$14.1K	0.02%	162
2024 Q3	$149K	Buy	+1,208	New	+$146K	0.03%	181

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

Tucker Asset Management's IWC Position: Q2 2026 in Review

Tucker Asset Management reduced its iShares Micro-Cap ETF (IWC) stake by 99% in Q2 2026, selling an estimated $272K and leaving 22 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Tucker Asset Management first reported a position in IWC in Q3 2024 and has held it in 8 quarters since. The position peaked at $241K in Q1 2026. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Tucker Asset Management held 22 shares of iShares Micro-Cap ETF worth $4.4K as of Q2 2026.
Tucker Asset Management sold 1,488 iShares Micro-Cap ETF shares in Q2 2026, an estimated $272K.
iShares Micro-Cap ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #376 holding.
Tucker Asset Management first reported a position in iShares Micro-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Tucker Asset Management's iShares Micro-Cap ETF position peaked at $241K in Q1 2026.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.