Weber Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

Weber Capital Management’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	$3.6M	Hold	17,983	–	–	3.06%	7
2026 Q1	$2.87M	Hold	17,983	–	–	2.87%	10
2025 Q4	$2.84M	Buy	+17,983	New	+$2.8M	2.68%	11

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Weber Capital Management's IWC Position: Q2 2026 in Review

Weber Capital Management held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 17,983 shares worth $3.6M. The position accounts for 3.06% of the portfolio, ranked #7.

Weber Capital Management first reported a position in IWC in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Weber Capital Management held 17,983 shares of iShares Micro-Cap ETF worth $3.6M as of Q2 2026.
Weber Capital Management left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up 3.06% of Weber Capital Management's portfolio in Q2 2026, its #7 holding.
Weber Capital Management first reported a position in iShares Micro-Cap ETF in Q4 2025 and has held it in 3 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Weber Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.