William Howard & Co Financial Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

William Howard & Co Financial Advisors’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
2025 Q3	–	Sell	-1,897	Closed	-$242K	–	57
2025 Q2	$242K	Hold	1,897	–	–	0.21%	49
2025 Q1	$210K	Hold	1,897	–	–	0.2%	51
2024 Q4	$248K	Hold	1,897	–	–	0.22%	43
2024 Q3	$234K	Hold	1,897	–	–	0.2%	47
2024 Q2	$216K	Hold	1,897	–	–	0.2%	42
2024 Q1	$230K	Buy	+1,897	New	+$218K	0.22%	38

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

EWM

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

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

William Howard & Co Financial Advisors's IWC Position: Q3 2025 in Review

William Howard & Co Financial Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2025, closing a stake of 1,897 shares — an estimated $242K sold.

William Howard & Co Financial Advisors first reported a position in IWC in Q1 2024 and held it in 6 quarters. The position peaked at $248K in Q4 2024. 227 funds tracked by Wall St. Rank hold IWC as of Q3 2025.

William Howard & Co Financial Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2025 after selling out during the quarter.
William Howard & Co Financial Advisors sold 1,897 iShares Micro-Cap ETF shares in Q3 2025, an estimated $242K.
William Howard & Co Financial Advisors first reported a position in iShares Micro-Cap ETF in Q1 2024 and held it in 6 quarters.
William Howard & Co Financial Advisors's iShares Micro-Cap ETF position peaked at $248K in Q4 2024.
227 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2025.

Based on William Howard & Co Financial Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.