Wealthspire Advisors (New York)’s iShares Micro-Cap ETF IWC Stock Holding History

Wealthspire Advisors (New York)’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	$262K	Buy	1,644 +1	+0.1%	+$166	﹤0.01%	768
2025 Q4	$259K	Sell	1,643 -1,637	-50%	-$255K	﹤0.01%	866
2025 Q3	$489K	Buy	+3,280	New	+$455K	﹤0.01%	541
2025 Q1	–	Sell	-3,463	Closed	-$451K	–	811
2024 Q4	$451K	Buy	3,463 +2	+0.1%	+$260	﹤0.01%	541
2024 Q3	$427K	Buy	+3,461	New	+$418K	﹤0.01%	531

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s IWC Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Micro-Cap ETF (IWC) stake by 0.06% in Q1 2026, buying an estimated $166 and bringing the position to 1,644 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Wealthspire Advisors (New York) first reported a position in IWC in Q3 2024 and has held it in 5 quarters since. The position peaked at $489K in Q3 2025. 266 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Wealthspire Advisors (New York) held 1,644 shares of iShares Micro-Cap ETF worth $262K as of Q1 2026.
Wealthspire Advisors (New York) bought 1 iShares Micro-Cap ETF share in Q1 2026, an estimated $166.
iShares Micro-Cap ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #768 holding.
Wealthspire Advisors (New York) first reported a position in iShares Micro-Cap ETF in Q3 2024 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s iShares Micro-Cap ETF position peaked at $489K in Q3 2025.
266 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.