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Wealthcare Advisory Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Wealthcare Advisory Partners’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 		$259K Buy
+1,293
New +$237K ﹤0.01% 932
2026
Q1 		– Sell
-4,578
Closed -$722K – 1112
2025
Q4 		$722K Buy
4,578
+1,328
+41% +$207K 0.01% 592
2025
Q3 		$485K Buy
+3,250
New +$451K 0.01% 690
2024
Q2 		– Sell
-1,990
Closed -$241K – 843
2024
Q1 		$241K Buy
+1,990
New +$229K 0.01% 729

Other funds holding IWC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Wealthcare Advisory Partners's IWC Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in iShares Micro-Cap ETF (IWC) in Q2 2026: 1,293 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #932 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in IWC as recently as Q4 2025.

Wealthcare Advisory Partners first reported a position in IWC in Q1 2024 and has held it in 4 quarters since. The position peaked at $722K in Q4 2025. 39 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Wealthcare Advisory Partners held 1,293 shares of iShares Micro-Cap ETF worth $259K as of Q2 2026.
  • iShares Micro-Cap ETF was a new Wealthcare Advisory Partners position in Q2 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #932 holding.
  • Wealthcare Advisory Partners first reported a position in iShares Micro-Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • Wealthcare Advisory Partners's iShares Micro-Cap ETF position peaked at $722K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.