Archer Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

Archer Investment Management’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	$589K	Sell	2,946 -49	-2%	-$8.97K	0.2%	79
2026 Q1	$478K	Sell	2,995 -5,173	-63%	-$858K	0.2%	76
2025 Q4	$1.29M	Sell	8,168 -3,802	-32%	-$591K	0.69%	43
2025 Q3	$1.78M	Sell	11,970 -120	-1%	-$16.6K	1.1%	26
2025 Q2	$1.54M	Buy	12,090 +1,002	+9%	+$116K	1.12%	21
2025 Q1	$1.23M	Sell	11,088 -1,573	-12%	-$196K	0.85%	26
2024 Q4	$1.65M	Buy	+12,661	New	+$1.65M	1.02%	22

Other funds holding IWC

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return