UBS AM’s iShares Micro-Cap ETF IWC Stock Holding History

UBS AM’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	$11.4K	Sell	57 -247	-81%	-$45.2K	﹤0.01%	3243
2026 Q1	$48.5K	Buy	+304	New	+$50.4K	﹤0.01%	2956
2020 Q1	–	Sell	-292	Closed	-$29.1K	–	2494
2019 Q4	$29.1K	Hold	292	–	–	﹤0.01%	2530
2019 Q3	$25.7K	Hold	292	–	–	﹤0.01%	2765
2019 Q2	$27.2K	Hold	292	–	–	﹤0.01%	2734
2019 Q1	$27.1K	Hold	292	–	–	﹤0.01%	2664
2018 Q4	$24.1K	Hold	292	–	–	﹤0.01%	2621
2018 Q3	$31K	Hold	292	–	–	﹤0.01%	2607
2018 Q2	$30.8K	Hold	292	–	–	﹤0.01%	2628
2018 Q1	$28K	Buy	+292	New	+$28.4K	﹤0.01%	2527

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

UBS AM's IWC Position: Q2 2026 in Review

UBS AM reduced its iShares Micro-Cap ETF (IWC) stake by 81% in Q2 2026, selling an estimated $45.2K and leaving 57 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

UBS AM first reported a position in IWC in Q1 2018 and has held it in 10 quarters since. The position peaked at $48.5K in Q1 2026. 272 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

UBS AM held 57 shares of iShares Micro-Cap ETF worth $11.4K as of Q2 2026.
UBS AM sold 247 iShares Micro-Cap ETF shares in Q2 2026, an estimated $45.2K.
iShares Micro-Cap ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3243 holding.
UBS AM first reported a position in iShares Micro-Cap ETF in Q1 2018 and has held it in 10 quarters since.
UBS AM's iShares Micro-Cap ETF position peaked at $48.5K in Q1 2026.
272 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.