WhitTier Trust Company’s iShares Micro-Cap ETF IWC Stock Holding History

WhitTier Trust Company’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	$26.9M	Buy	164,721 +94,500	+135%	+$15.7M	0.55%	39
2025 Q4	$11.4M	Buy	70,221 +70,156	+107,932%	+$10.9M	0.24%	89
2025 Q3	$9.88K	Hold	65	–	–	﹤0.01%	1009
2025 Q2	$8.3K	Hold	65	–	–	﹤0.01%	1161
2025 Q1	$7.21K	Hold	65	–	–	﹤0.01%	1141
2024 Q4	$8.47K	Hold	65	–	–	﹤0.01%	1084
2024 Q3	$8.02K	Hold	65	–	–	﹤0.01%	1066
2024 Q2	$7.41K	Hold	65	–	–	﹤0.01%	1029
2024 Q1	$7.88K	Hold	65	–	–	﹤0.01%	977
2023 Q4	$7.54K	Hold	65	–	–	﹤0.01%	975
2023 Q3	$6.51K	Hold	65	–	–	﹤0.01%	962
2023 Q2	$7.1K	Hold	65	–	–	﹤0.01%	996
2023 Q1	$6.79K	Hold	65	–	–	﹤0.01%	998
2022 Q4	$7.01K	Hold	65	–	–	﹤0.01%	990
2022 Q3	$7K	Hold	65	–	–	﹤0.01%	953
2022 Q2	$7K	Hold	65	–	–	﹤0.01%	972
2022 Q1	$8K	Hold	65	–	–	﹤0.01%	959
2021 Q4	$9K	Hold	65	–	–	﹤0.01%	923
2021 Q3	$9K	Hold	65	–	–	﹤0.01%	945
2021 Q2	$10K	Hold	65	–	–	﹤0.01%	869
2021 Q1	$10K	Hold	65	–	–	﹤0.01%	855
2020 Q4	$8K	Hold	65	–	–	﹤0.01%	857
2020 Q3	$6K	Sell	65 -470	-88%	-$42.9K	﹤0.01%	863
2020 Q2	$47K	Hold	535	–	–	﹤0.01%	588
2020 Q1	$36K	Hold	535	–	–	﹤0.01%	606
2019 Q4	$53K	Hold	535	–	–	﹤0.01%	583
2019 Q3	$47K	Hold	535	–	–	﹤0.01%	608
2019 Q2	$50K	Hold	535	–	–	﹤0.01%	585
2019 Q1	$50K	Sell	535 -28	-5%	-$2.58K	﹤0.01%	587
2018 Q4	$46K	Buy	563 +498	+766%	+$46.3K	﹤0.01%	589
2018 Q3	$7K	Hold	65	–	–	﹤0.01%	844
2018 Q2	$7K	Hold	65	–	–	﹤0.01%	847
2018 Q1	$6K	Hold	65	–	–	﹤0.01%	892
2017 Q4	$6K	Hold	65	–	–	﹤0.01%	852
2017 Q3	$6K	Hold	65	–	–	﹤0.01%	843
2017 Q2	$6K	Hold	65	–	–	﹤0.01%	816
2017 Q1	$6K	Hold	65	–	–	﹤0.01%	825
2016 Q4	$6K	Hold	65	–	–	﹤0.01%	830
2016 Q3	$5K	Hold	65	–	–	﹤0.01%	823
2016 Q2	$5K	Buy	+65	New	+$4.54K	﹤0.01%	828
2014 Q4	–	Sell	-1,500	Closed	-$104K	–	898
2014 Q3	$104K	Hold	1,500	–	–	0.01%	430
2014 Q2	$114K	Hold	1,500	–	–	0.01%	425
2014 Q1	$116K	Hold	1,500	–	–	0.01%	418
2013 Q4	$113K	Hold	1,500	–	–	0.01%	414
2013 Q3	$103K	Hold	1,500	–	–	0.01%	408
2013 Q2	$93K	Buy	+1,500	New	+$89.6K	0.01%	417

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B 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 $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

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 $4.48B AUM 19.29% 1-Year Est. Return

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

WhitTier Trust Company's IWC Position: Q1 2026 in Review

WhitTier Trust Company increased its iShares Micro-Cap ETF (IWC) stake by 135% in Q1 2026, buying an estimated $15.7M and bringing the position to 164,721 shares worth $26.9M. The position accounts for 0.55% of the portfolio, ranked #39.

WhitTier Trust Company first reported a position in IWC in Q2 2013 and has held it in 46 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

WhitTier Trust Company held 164,721 shares of iShares Micro-Cap ETF worth $26.9M as of Q1 2026.
WhitTier Trust Company bought 94,500 iShares Micro-Cap ETF shares in Q1 2026, an estimated $15.7M.
iShares Micro-Cap ETF made up 0.55% of WhitTier Trust Company's portfolio in Q1 2026, its #39 holding.
WhitTier Trust Company first reported a position in iShares Micro-Cap ETF in Q2 2013 and has held it in 46 quarters since.
265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.