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 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 $75.5B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

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

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return