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

Whittier Trust’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	$69.1M	Buy	347,840 +23,903	+7%	+$4.38M	0.68%	34
2026 Q1	$52.9M	Buy	323,937 +203,428	+169%	+$33.7M	0.6%	40
2025 Q4	$19.6M	Buy	+120,509	New	+$18.7M	0.21%	84

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

CPIG

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

Whittier Trust's IWC Position: Q2 2026 in Review

Whittier Trust increased its iShares Micro-Cap ETF (IWC) stake by 7.4% in Q2 2026, buying an estimated $4.38M and bringing the position to 347,840 shares worth $69.1M. The position accounts for 0.68% of the portfolio, ranked #34.

Whittier Trust 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.

Whittier Trust held 347,840 shares of iShares Micro-Cap ETF worth $69.1M as of Q2 2026.
Whittier Trust bought 23,903 iShares Micro-Cap ETF shares in Q2 2026, an estimated $4.38M.
iShares Micro-Cap ETF made up 0.68% of Whittier Trust's portfolio in Q2 2026, its #34 holding.
Whittier Trust 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 Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.