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 Q2	$2.8K	Hold	14	–	–	﹤0.01%	449
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 $199B AUM 37.98% 1-Year Est. Return

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

Winch Advisory Services's IWC Position: Q2 2026 in Review

Winch Advisory Services held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 14 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Winch Advisory Services first reported a position in IWC in Q4 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Winch Advisory Services held 14 shares of iShares Micro-Cap ETF worth $2.8K as of Q2 2026.
Winch Advisory Services left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #449 holding.
Winch Advisory Services first reported a position in iShares Micro-Cap ETF in Q4 2024 and has held it in 7 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.