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Yeomans Consulting Group’s iShares Micro-Cap ETF IWC Stock Holding History

Yeomans Consulting Group’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
2025
Q4 		$10.5M Buy
+66,718
New +$10.4M 3.08% 11

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Yeomans Consulting Group's IWC Position: Q4 2025 in Review

Yeomans Consulting Group opened a new position in iShares Micro-Cap ETF (IWC) in Q4 2025: 66,718 shares worth $10.5M. The stake represents 3.08% of the portfolio and ranks #11 among its holdings.

258 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

  • Yeomans Consulting Group held 66,718 shares of iShares Micro-Cap ETF worth $10.5M as of Q4 2025.
  • iShares Micro-Cap ETF was a new Yeomans Consulting Group position in Q4 2025.
  • iShares Micro-Cap ETF made up 3.08% of Yeomans Consulting Group's portfolio in Q4 2025, its #11 holding.
  • 258 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.