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
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 $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 $8.86B AUM 28.01% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $109M AUM 19.44% 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 $4.48B AUM 19.29% 1-Year Est. Return

Tucker Asset Management's IWC Position: Q4 2025 in Review

Tucker Asset Management increased its iShares Micro-Cap ETF (IWC) stake by 6.6% in Q4 2025, buying an estimated $778 and bringing the position to 81 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Tucker Asset Management first reported a position in IWC in Q3 2024 and has held it in 6 quarters since. The position peaked at $172K in Q4 2024. 258 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

Tucker Asset Management held 81 shares of iShares Micro-Cap ETF worth $12.8K as of Q4 2025.
Tucker Asset Management bought 5 iShares Micro-Cap ETF shares in Q4 2025, an estimated $778.
iShares Micro-Cap ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #536 holding.
Tucker Asset Management first reported a position in iShares Micro-Cap ETF in Q3 2024 and has held it in 6 quarters since.
Tucker Asset Management's iShares Micro-Cap ETF position peaked at $172K in Q4 2024.
258 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.