WMG
IWC icon

WESCAP Management Group’s iShares Micro-Cap ETF IWC Stock Holding History

WESCAP Management Group’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 		$835K Hold
5,234
– – 0.16% 72
2025
Q4 		$825K Hold
5,234
– – 0.17% 70
2025
Q3 		$780K Sell
5,234
-393
-7% -$54.5K 0.16% 71
2025
Q2 		$718K Hold
5,627
– – 0.16% 71
2025
Q1 		$624K Sell
5,627
-2,851
-34% -$355K 0.15% 69
2024
Q4 		$1.11M Sell
8,478
-324
-4% -$42.2K 0.27% 59
2024
Q3 		$1.09M Sell
8,802
-3,763
-30% -$455K 0.27% 56
2024
Q2 		$1.43M Sell
12,565
-113
-0.9% -$13K 0.41% 44
2024
Q1 		$1.54M Sell
12,678
-225
-2% -$25.9K 0.45% 44
2023
Q4 		$1.5M Sell
12,903
-1,405
-10% -$142K 0.48% 42
2023
Q3 		$1.43M Sell
14,308
-218
-2% -$23.6K 0.51% 40
2023
Q2 		$1.59M Sell
14,526
-2,104
-13% -$221K 0.55% 41
2023
Q1 		$1.74M Sell
16,630
-3,018
-15% -$339K 0.61% 40
2022
Q4 		$2.12M Sell
19,648
-1,020
-5% -$111K 0.74% 29
2022
Q3 		$2.14M Buy
20,668
+166
+0.8% +$18.9K 0.82% 28
2022
Q2 		$2.13M Sell
20,502
-1,283
-6% -$148K 0.73% 32
2022
Q1 		$2.81M Buy
21,785
+688
+3% +$88.4K 0.79% 34
2021
Q4 		$2.95M Sell
21,097
-313
-1% -$45.4K 0.81% 31
2021
Q3 		$3.09M Sell
21,410
-138
-0.6% -$20K 0.9% 30
2021
Q2 		$3.29M Sell
21,548
-112
-0.5% -$16.6K 0.96% 30
2021
Q1 		$3.18M Buy
21,660
+2,537
+13% +$362K 0.88% 31
2020
Q4 		$2.27M Buy
19,123
+5,460
+40% +$577K 0.68% 34
2020
Q3 		$1.24M Sell
13,663
-689
-5% -$62.8K 0.41% 44
2020
Q2 		$1.25M Sell
14,352
-6,454
-31% -$504K 0.44% 43
2020
Q1 		$1.39M Sell
20,806
-19,591
-48% -$1.73M 0.58% 36
2019
Q4 		$4.02M Buy
40,397
+498
+1% +$46.1K 1.56% 19
2019
Q3 		$3.52M Sell
39,899
-6,027
-13% -$541K 1.45% 20
2019
Q2 		$4.28M Buy
45,926
+413
+0.9% +$38.3K 1.77% 17
2019
Q1 		$4.22M Buy
45,513
+635
+1% +$58.5K 1.8% 15
2018
Q4 		$3.7M Sell
44,878
-5,275
-11% -$490K 1.77% 15
2018
Q3 		$5.33M Sell
50,153
-1,867
-4% -$200K 2.7% 9
2018
Q2 		$5.49M Buy
52,020
+844
+2% +$86.2K 2.65% 10
2018
Q1 		$4.92M Buy
51,176
+1,780
+4% +$173K 1.97% 14
2017
Q4 		$4.73M Buy
49,396
+3,443
+7% +$326K 1.86% 14
2017
Q3 		$4.34M Buy
45,953
+2,706
+6% +$239K 1.95% 14
2017
Q2 		$3.85M Buy
43,247
+421
+1% +$36.3K 1.81% 14
2017
Q1 		$3.67M Sell
42,826
-10,299
-19% -$875K 1.79% 16
2016
Q4 		$4.56M Sell
53,125
-181
-0.3% -$14.5K 2.33% 9
2016
Q3 		$4.16M Sell
53,306
-4,876
-8% -$366K 2.17% 10
2016
Q2 		$4.12M Sell
58,182
-9,831
-14% -$687K 2.03% 12
2016
Q1 		$4.62M Buy
+68,013
New +$4.39M 2.33% 11

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

WESCAP Management Group's IWC Position: Q1 2026 in Review

WESCAP Management Group held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 5,234 shares worth $835K. The position accounts for 0.16% of the portfolio, ranked #72.

WESCAP Management Group first reported a position in IWC in Q1 2016 and has held it in 41 quarters since. The position peaked at $5.49M in Q2 2018. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • WESCAP Management Group held 5,234 shares of iShares Micro-Cap ETF worth $835K as of Q1 2026.
  • WESCAP Management Group left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
  • iShares Micro-Cap ETF made up 0.16% of WESCAP Management Group's portfolio in Q1 2026, its #72 holding.
  • WESCAP Management Group first reported a position in iShares Micro-Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • WESCAP Management Group's iShares Micro-Cap ETF position peaked at $5.49M in Q2 2018.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.