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Woodward Financial Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Woodward 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
2026
Q2 		$2.07M Sell
10,336
-297
-3% -$54.4K 0.69% 21
2026
Q1 		$1.63M Sell
10,633
-331
-3% -$54.9K 0.63% 22
2025
Q4 		$1.73M Sell
10,964
-415
-4% -$64.6K 0.65% 21
2025
Q3 		$1.7M Sell
11,379
-330
-3% -$45.8K 0.65% 22
2025
Q2 		$1.49M Buy
11,709
+5,335
+84% +$617K 0.62% 24
2025
Q1 		$707K Buy
6,374
+3
+0% +$374 0.34% 30
2024
Q4 		$831K Buy
6,371
+4
+0.1% +$521 0.41% 28
2024
Q3 		$785K Buy
6,367
+6
+0.1% +$725 0.39% 28
2024
Q2 		$719K Sell
6,361
-39
-0.6% -$4.5K 0.41% 28
2024
Q1 		$766K Sell
6,400
-79
-1% -$9.08K 0.46% 27
2023
Q4 		$752K Sell
6,479
-10
-0.2% -$1.01K 0.49% 27
2023
Q3 		$650K Sell
6,489
-187
-3% -$20.2K 0.48% 29
2023
Q2 		$730K Buy
6,676
+8
+0.1% +$840 0.55% 27
2023
Q1 		$697K Buy
6,668
+10
+0.2% +$1.12K 0.57% 28
2022
Q4 		$718K Buy
6,658
+12
+0.2% +$1.31K 0.62% 28
2022
Q3 		$687K Buy
6,646
+17
+0.3% +$1.93K 0.64% 28
2022
Q2 		$689K Buy
6,629
+5
+0.1% +$576 0.64% 27
2022
Q1 		$854K Buy
6,624
+48
+0.7% +$6.17K 0.87% 18
2021
Q4 		$919K Buy
+6,576
New +$954K 0.93% 18

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Woodward Financial Advisors's IWC Position: Q2 2026 in Review

Woodward Financial Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 2.8% in Q2 2026, selling an estimated $54.4K and leaving 10,336 shares worth $2.07M. The position accounts for 0.69% of the portfolio, ranked #21.

Woodward Financial Advisors first reported a position in IWC in Q4 2021 and has held it in 19 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Woodward Financial Advisors held 10,336 shares of iShares Micro-Cap ETF worth $2.07M as of Q2 2026.
  • Woodward Financial Advisors sold 297 iShares Micro-Cap ETF shares in Q2 2026, an estimated $54.4K.
  • iShares Micro-Cap ETF made up 0.69% of Woodward Financial Advisors's portfolio in Q2 2026, its #21 holding.
  • Woodward Financial Advisors first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.