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
Q2 		$953K Sell
4,874
-24
-0.5% -$4.39K ﹤0.01% 2108
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 $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's IWC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Micro-Cap ETF (IWC) stake by 0.49% in Q2 2026, selling an estimated $4.39K and leaving 4,874 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Wealth Enhancement Advisory Services first reported a position in IWC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2025. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,874 shares of iShares Micro-Cap ETF worth $953K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 24 iShares Micro-Cap ETF shares in Q2 2026, an estimated $4.39K.
  • iShares Micro-Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2108 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Micro-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Micro-Cap ETF position peaked at $1.07M in Q4 2025.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.