Wilson & Boucher Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

Wilson & Boucher Capital Management’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	$275K	Hold	1,725	–	–	0.18%	94
2025 Q4	$272K	Sell	1,725 -10	-0.6%	-$1.56K	0.18%	98
2025 Q3	$259K	Hold	1,735	–	–	0.17%	103
2025 Q2	$221K	Buy	+1,735	New	+$201K	0.15%	106
2025 Q1	–	Sell	-2,135	Closed	-$278K	–	111
2024 Q4	$278K	Hold	2,135	–	–	0.2%	98
2024 Q3	$263K	Buy	2,135 +10	+0.5%	+$1.21K	0.18%	102
2024 Q2	$242K	Buy	2,125 +400	+23%	+$46.1K	0.19%	102
2024 Q1	$209K	Sell	1,725 -600	-26%	-$69K	0.16%	107
2023 Q4	$270K	Hold	2,325	–	–	0.23%	90
2023 Q3	$233K	Hold	2,325	–	–	0.22%	95
2023 Q2	$254K	Hold	2,325	–	–	0.23%	92
2023 Q1	$243K	Hold	2,325	–	–	0.23%	92
2022 Q4	$251K	Hold	2,325	–	–	0.26%	83
2022 Q3	$240K	Hold	2,325	–	–	0.28%	79
2022 Q2	$242K	Hold	2,325	–	–	0.27%	86
2022 Q1	$300K	Hold	2,325	–	–	0.27%	84
2021 Q4	$325K	Buy	+2,325	New	+$337K	0.29%	84

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

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

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 $5B AUM 26.84% 1-Year Est. Return

Wilson & Boucher Capital Management's IWC Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 1,725 shares worth $275K. The position accounts for 0.18% of the portfolio, ranked #94.

Wilson & Boucher Capital Management first reported a position in IWC in Q4 2021 and has held it in 17 quarters since. The position peaked at $325K in Q4 2021. 266 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Wilson & Boucher Capital Management held 1,725 shares of iShares Micro-Cap ETF worth $275K as of Q1 2026.
Wilson & Boucher Capital Management left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
iShares Micro-Cap ETF made up 0.18% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #94 holding.
Wilson & Boucher Capital Management first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Wilson & Boucher Capital Management's iShares Micro-Cap ETF position peaked at $325K in Q4 2021.
266 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.