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BOLTON SECURITIES CORPORATION’s iShares Micro-Cap ETF IWC Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$59.9K Hold
324
– – ﹤0.01% 1290
2026
Q2 		$64.8K Hold
324
– – ﹤0.01% 1240
2026
Q1 		$51.7K Buy
+324
New +$53.8K ﹤0.01% 1215
2025
Q3 		$48.3K Buy
+324
New +$45K ﹤0.01% 1153
2025
Q1 		$35.9K Buy
+324
New +$40.4K ﹤0.01% 1131

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Whittier Trust
Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return
WhitTier Trust Company
WhitTier Trust Company Reno, Nevada $5.7B AUM 25.03% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IWC Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares Micro-Cap ETF (IWC) position steady in Q3 2026 at 324 shares worth $59.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

BOLTON SECURITIES CORPORATION first reported a position in IWC in Q1 2025 and has held it in 5 quarters since. The position peaked at $64.8K in Q2 2026. 177 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 324 shares of iShares Micro-Cap ETF worth $59.9K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares Micro-Cap ETF share count unchanged in Q3 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1290 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Micro-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Micro-Cap ETF position peaked at $64.8K in Q2 2026.
  • 177 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.