Winch Advisory Services’s iShares Micro-Cap ETF IWC Stock Holding History

Winch Advisory Services’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	$2.23K	Hold	14	–	–	﹤0.01%	419
2025 Q4	$2.21K	Hold	14	–	–	﹤0.01%	413
2025 Q3	$2.09K	Hold	14	–	–	﹤0.01%	425
2025 Q2	$1.79K	Hold	14	–	–	﹤0.01%	422
2025 Q1	$1.55K	Hold	14	–	–	﹤0.01%	427
2024 Q4	$1.82K	Buy	+14	New	+$1.82K	﹤0.01%	447

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

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 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

Winch Advisory Services's IWC Position: Q1 2026 in Review

Winch Advisory Services held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 14 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Winch Advisory Services first reported a position in IWC in Q4 2024 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

Winch Advisory Services held 14 shares of iShares Micro-Cap ETF worth $2.23K as of Q1 2026.
Winch Advisory Services left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #419 holding.
Winch Advisory Services first reported a position in iShares Micro-Cap ETF in Q4 2024 and has held it in 6 quarters since.
265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.