Wealth Enhancement Advisory Services
IWC icon

Wealth Enhancement Advisory Services’s iShares Micro-Cap ETF IWC Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$797K Sell
4,898
-1,690
-26% -$280K ﹤0.01% 1960
2025
Q4 		$1.07M Buy
6,588
+439
+7% +$68.3K ﹤0.01% 1913
2025
Q3 		$940K Sell
6,149
-234
-4% -$32.5K ﹤0.01% 1907
2025
Q2 		$850K Sell
6,383
-3
-0% -$347 ﹤0.01% 1857
2025
Q1 		$708K Buy
6,386
+1,946
+44% +$243K ﹤0.01% 1814
2024
Q4 		$579K Sell
4,440
-317
-7% -$41.3K ﹤0.01% 1885
2024
Q3 		$587K Buy
4,757
+173
+4% +$20.9K ﹤0.01% 1719
2024
Q2 		$523K Buy
4,584
+499
+12% +$57.5K ﹤0.01% 1624
2024
Q1 		$495K Buy
4,085
+1
+0% +$115 ﹤0.01% 1593
2023
Q4 		$474K Sell
4,084
-90
-2% -$9.13K ﹤0.01% 1540
2023
Q3 		$418K Buy
+4,174
New +$451K ﹤0.01% 1539

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return