WesBanco Bank’s iShares Micro-Cap ETF IWC Stock Holding History

WesBanco Bank’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
2024 Q4	–	Sell	-1,835	Closed	-$226K	–	637
2024 Q3	$226K	Buy	+1,835	New	+$222K	0.01%	575
2024 Q2	–	Sell	-1,735	Closed	-$210K	–	589
2024 Q1	$210K	Sell	1,735 -300	-15%	-$34.5K	0.01%	549
2023 Q4	$236K	Hold	2,035	–	–	0.01%	354
2023 Q3	$204K	Hold	2,035	–	–	0.01%	544
2023 Q2	$223K	Hold	2,035	–	–	0.01%	539
2023 Q1	$212K	Buy	+2,035	New	+$228K	0.01%	554
2022 Q2	–	Sell	-1,835	Closed	-$237K	–	572
2022 Q1	$237K	Buy	+1,835	New	+$236K	0.01%	530
2021 Q4	–	Sell	-1,425	Closed	-$206K	–	600
2021 Q3	$206K	Buy	+1,425	New	+$207K	0.01%	574

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return

WesBanco Bank's IWC Position: Q4 2024 in Review

WesBanco Bank sold out of iShares Micro-Cap ETF (IWC) in Q4 2024, closing a stake of 1,835 shares — an estimated $226K sold.

WesBanco Bank first reported a position in IWC in Q3 2021 and held it in 8 quarters. The position peaked at $237K in Q1 2022. 237 funds tracked by Wall St. Rank hold IWC as of Q4 2024.

WesBanco Bank reported no remaining iShares Micro-Cap ETF position as of Q4 2024 after selling out during the quarter.
WesBanco Bank sold 1,835 iShares Micro-Cap ETF shares in Q4 2024, an estimated $226K.
WesBanco Bank first reported a position in iShares Micro-Cap ETF in Q3 2021 and held it in 8 quarters.
WesBanco Bank's iShares Micro-Cap ETF position peaked at $237K in Q1 2022.
237 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2024.

Based on WesBanco Bank's 13F filing for Q4 2024, filed 17 Jan 2025.