Urban Financial Advisory Corp’s iShares Micro-Cap ETF IWC Stock Holding History

Urban Financial Advisory Corp’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	$761K	Buy	3,803 +355	+10%	+$65K	0.21%	23
2026 Q1	$550K	Sell	3,448 -440	-11%	-$73K	0.19%	21
2025 Q4	$613K	Sell	3,888 -20	-0.5%	-$3.11K	0.24%	18
2025 Q3	$583K	Sell	3,908 -1,796	-31%	-$249K	0.27%	18
2025 Q2	$728K	Sell	5,704 -2,219	-28%	-$257K	0.37%	13
2025 Q1	$879K	Buy	7,923 +419	+6%	+$52.2K	0.49%	11
2024 Q4	$978K	Buy	7,504 +22	+0.3%	+$2.86K	0.54%	11
2024 Q3	$923K	Buy	7,482 +8	+0.1%	+$967	0.51%	11
2024 Q2	$852K	Sell	7,474 -28	-0.4%	-$3.23K	0.52%	12
2024 Q1	$909K	Buy	7,502 +209	+3%	+$24K	0.56%	14
2023 Q4	$846K	Buy	+7,293	New	+$740K	0.64%	10

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

Urban Financial Advisory Corp's IWC Position: Q2 2026 in Review

Urban Financial Advisory Corp increased its iShares Micro-Cap ETF (IWC) stake by 10% in Q2 2026, buying an estimated $65K and bringing the position to 3,803 shares worth $761K. The position accounts for 0.21% of the portfolio, ranked #23.

Urban Financial Advisory Corp first reported a position in IWC in Q4 2023 and has held it in 11 quarters since. The position peaked at $978K in Q4 2024. 271 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Urban Financial Advisory Corp held 3,803 shares of iShares Micro-Cap ETF worth $761K as of Q2 2026.
Urban Financial Advisory Corp bought 355 iShares Micro-Cap ETF shares in Q2 2026, an estimated $65K.
iShares Micro-Cap ETF made up 0.21% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #23 holding.
Urban Financial Advisory Corp first reported a position in iShares Micro-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Urban Financial Advisory Corp's iShares Micro-Cap ETF position peaked at $978K in Q4 2024.
271 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.