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World Investment Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

World Investment 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 		$331K Hold
2,075
– – 0.01% 1160
2026
Q1 		$331K Buy
2,075
+25
+1% +$4.15K 0.01% 1201
2025
Q4 		$323K Hold
2,050
– – 0.01% 1148
2025
Q3 		$306K Hold
2,050
– – 0.01% 972
2025
Q2 		$262K Buy
2,050
+100
+5% +$11.6K 0.01% 977
2025
Q1 		$216K Sell
1,950
-30
-2% -$3.74K 0.01% 984
2024
Q4 		$258K Buy
1,980
+197
+11% +$25.6K 0.01% 875
2024
Q3 		$220K Sell
1,783
-133
-7% -$16.1K 0.01% 839
2024
Q2 		$218K Buy
1,916
+116
+6% +$13.4K 0.01% 571
2024
Q1 		$230K Sell
1,800
-100
-5% -$11.5K 0.03% 358
2023
Q4 		$220K Buy
+1,900
New +$193K 0.03% 350

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

World Investment Advisors's IWC Position: Q2 2026 in Review

World Investment Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 2,075 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #1160.

World Investment Advisors first reported a position in IWC in Q4 2023 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • World Investment Advisors held 2,075 shares of iShares Micro-Cap ETF worth $331K as of Q2 2026.
  • World Investment Advisors left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1160 holding.
  • World Investment Advisors first reported a position in iShares Micro-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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