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

WealthShield 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 		$20.6K Sell
103
-22,973
-100% -$4.21M ﹤0.01% 315
2026
Q1 		$3.68M Buy
23,076
+442
+2% +$73.3K 0.41% 66
2025
Q4 		$3.57M Sell
22,634
-5,320
-19% -$828K 0.39% 68
2025
Q3 		$4.17M Sell
27,954
-2,157
-7% -$299K 0.47% 57
2025
Q2 		$3.84M Buy
30,111
+690
+2% +$79.8K 0.46% 58
2025
Q1 		$3.26M Buy
29,421
+168
+0.6% +$20.9K 0.42% 67
2024
Q4 		$3.81M Sell
29,253
-738
-2% -$96.1K 0.54% 50
2024
Q3 		$3.7M Sell
29,991
-843
-3% -$102K 0.5% 56
2024
Q2 		$3.52M Buy
30,834
+416
+1% +$48K 0.54% 49
2024
Q1 		$3.69M Sell
30,418
-6,108
-17% -$702K 0.6% 40
2023
Q4 		$4.24M Buy
36,526
+1,266
+4% +$128K 0.7% 36
2023
Q3 		$3.54M Sell
35,260
-508
-1% -$54.9K 0.53% 47
2023
Q2 		$3.91M Buy
35,768
+4,207
+13% +$442K 0.59% 47
2023
Q1 		$3.3M Buy
31,561
+72
+0.2% +$8.08K 0.53% 48
2022
Q4 		$3.4M Buy
31,489
+1,337
+4% +$146K 0.65% 33
2022
Q3 		$3.12M Buy
30,152
+136
+0.5% +$15.4K 0.62% 36
2022
Q2 		$3.12M Buy
30,016
+3,482
+13% +$401K 0.62% 37
2022
Q1 		$3.42M Buy
+26,534
New +$3.41M 0.55% 43

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

WealthShield Partners's IWC Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Micro-Cap ETF (IWC) stake by 100% in Q2 2026, selling an estimated $4.21M and leaving 103 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

WealthShield Partners first reported a position in IWC in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.24M in Q4 2023. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • WealthShield Partners held 103 shares of iShares Micro-Cap ETF worth $20.6K as of Q2 2026.
  • WealthShield Partners sold 22,973 iShares Micro-Cap ETF shares in Q2 2026, an estimated $4.21M.
  • iShares Micro-Cap ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #315 holding.
  • WealthShield Partners first reported a position in iShares Micro-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • WealthShield Partners's iShares Micro-Cap ETF position peaked at $4.24M in Q4 2023.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.