WWM
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Woodside Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Woodside Wealth 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 		– Sell
-158
Closed -$24.8K – 57
2025
Q4 		$24.8K Hold
158
– – 0.02% 71
2025
Q3 		$23.5K Hold
158
– – 0.02% 67
2025
Q2 		$20.1K Hold
158
– – 0.02% 65
2025
Q1 		$17.5K Buy
+158
New +$19.7K 0.02% 65

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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

Woodside Wealth Management's IWC Position: Q1 2026 in Review

Woodside Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2026, closing a stake of 158 shares — an estimated $24.8K sold.

Woodside Wealth Management first reported a position in IWC in Q1 2025 and held it in 4 quarters. The position peaked at $24.8K in Q4 2025. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Woodside Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Woodside Wealth Management sold 158 iShares Micro-Cap ETF shares in Q1 2026, an estimated $24.8K.
  • Woodside Wealth Management first reported a position in iShares Micro-Cap ETF in Q1 2025 and held it in 4 quarters.
  • Woodside Wealth Management's iShares Micro-Cap ETF position peaked at $24.8K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Woodside Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.