IWC ISHARES MICRO-CAP ETF

Ownership history in CITADEL ADVISORS LLC  ·  94 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported ISHARES MICRO-CAP ETF (IWC) in 94 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows IWC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in ISHARES MICRO-CAP ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IWC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CITADEL ADVISORS LLC held IWC — position size vs. price
% of Fund (quarterly)    IWC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 22 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,800 -3,500 -66.0% 0.00% $284K 2026-02-14 (Est.) $165.78
2025 Q4 ADDED 5,300 +2,500 +89.3% 0.00% $836K 2026-02-14 (Est.) $165.78
2025 Q3 REDUCED 2,800 -600 -17.6% 0.00% $417K 2025-11-14 $147.56
2025 Q3 REDUCED 3,400 -20,902 -86.0% 0.00% $507K 2025-11-14 $147.56
2025 Q3 REDUCED 24,302 -4,728 -16.3% 0.00% $3.6M 2025-11-14 $147.56
2025 Q2 ADDED 29,030 +25,630 +753.8% 0.00% $3.7M 2025-08-14 $136.80
2025 Q2 ADDED 3,400 +2,100 +161.5% 0.00% $434K 2025-08-14 $136.80
2025 Q1 REDUCED 1,300 -1,800 -58.1% 0.00% $144K 2025-05-15 $117.73
2025 Q1 REDUCED 3,100 -35,678 -92.0% 0.00% $344K 2025-05-15 $117.73
2025 Q1 ADDED 38,778 +37,078 +2181.1% 0.00% $4.3M 2025-05-15 $117.73
2024 Q4 ADDED 1,700 +858 +101.9% 0.00% $222K 2025-02-14 $129.86
2024 Q4 REDUCED 842 -558 -39.9% 0.00% $110K 2025-02-14 $129.86
2024 Q4 ADDED 1,400 +900 +180.0% 0.00% $183K 2025-02-14 $129.86
2024 Q3 REDUCED 500 -500 -50.0% 0.00% $62K 2024-11-14 $129.12
2024 Q3 REDUCED 1,000 -21,829 -95.6% 0.00% $123K 2024-11-14 $129.12
2024 Q3 REDUCED 22,829 -21,447 -48.4% 0.00% $2.8M 2024-11-14 $129.12
2024 Q2 ADDED 44,276 +39,343 +797.5% 0.00% $5.0M 2024-08-14 $112.57
2024 Q1 ADDED 4,933 +4,533 +1133.2% 0.00% $598K 2024-05-15 $117.11
2024 Q1 ADDED 400 +100 +33.3% 0.00% $48K 2024-05-15 $117.11
2024 Q1 REDUCED 300 -1,800 -85.7% 0.00% $36K 2024-05-15 $117.11
2023 Q4 ADDED 2,100 +400 +23.5% 0.00% $244K 2024-02-14 $112.49
2023 Q4 ADDED 1,700 +1,200 +240.0% 0.00% $197K 2024-02-14 $112.49
72 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWC

As of 2026 Q1 — sorted by position size

Ares Financial Consulting, LLC 0.08%

FAQ About CITADEL ADVISORS LLC and IWC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning IWC?

CITADEL ADVISORS LLC reported IWC across 22 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IWC position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for IWC was 0.00% in 2024 Q2.

What is the latest reported IWC position on this page?

The most recent filing on this page is 2025 Q4, when CITADEL ADVISORS LLC reported 1,800 shares, equal to 0.00% of portfolio, with an estimated market value of $284K.

What does the chart on this IWC ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly IWC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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