XF
IWC icon

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

XML Financial’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 		$750K Buy
3,748
+1,910
+104% +$350K 0.05% 227
2026
Q1 		$293K Buy
+1,838
New +$305K 0.02% 343

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

XML Financial's IWC Position: Q2 2026 in Review

XML Financial increased its iShares Micro-Cap ETF (IWC) stake by 104% in Q2 2026, buying an estimated $350K and bringing the position to 3,748 shares worth $750K. The position accounts for 0.05% of the portfolio, ranked #227.

XML Financial first reported a position in IWC in Q1 2026 and has held it in 2 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • XML Financial held 3,748 shares of iShares Micro-Cap ETF worth $750K as of Q2 2026.
  • XML Financial bought 1,910 iShares Micro-Cap ETF shares in Q2 2026, an estimated $350K.
  • iShares Micro-Cap ETF made up 0.05% of XML Financial's portfolio in Q2 2026, its #227 holding.
  • XML Financial first reported a position in iShares Micro-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.