Camelot Technology Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Camelot Technology Advisors’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	$3.78M	Buy	18,894 +124	+0.7%	+$22.7K	2.54%	10
2026 Q1	$3M	Buy	18,770 +62	+0.3%	+$10.3K	2.17%	12
2025 Q4	$2.95M	Buy	18,708 +1,079	+6%	+$168K	2.19%	10
2025 Q3	$2.63M	Sell	17,629 -3,835	-18%	-$532K	2.09%	11
2025 Q2	$2.74M	Sell	21,464 -1,524	-7%	-$176K	2.33%	10
2025 Q1	$2.55M	Sell	22,988 -840	-4%	-$105K	2.3%	10
2024 Q4	$3.11M	Sell	23,828 -2,327	-9%	-$303K	2.81%	9
2024 Q3	$3.23M	Sell	26,155 -7,776	-23%	-$940K	2.84%	10
2024 Q2	$3.87M	Sell	33,931 -1,018	-3%	-$117K	3.58%	6
2024 Q1	$4.24M	Sell	34,949 -360	-1%	-$41.4K	3.9%	6
2023 Q4	$4.1M	Buy	+35,309	New	+$3.58M	4.18%	6

Other funds holding IWC

EWM

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Evanson Financial Mclean, Virginia $2.04B AUM

LFA

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

MFT

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Camelot Technology Advisors's IWC Position: Q2 2026 in Review

Camelot Technology Advisors increased its iShares Micro-Cap ETF (IWC) stake by 0.66% in Q2 2026, buying an estimated $22.7K and bringing the position to 18,894 shares worth $3.78M. The position accounts for 2.54% of the portfolio, ranked #10.

Camelot Technology Advisors first reported a position in IWC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.24M in Q1 2024. 32 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Camelot Technology Advisors held 18,894 shares of iShares Micro-Cap ETF worth $3.78M as of Q2 2026.
Camelot Technology Advisors bought 124 iShares Micro-Cap ETF shares in Q2 2026, an estimated $22.7K.
iShares Micro-Cap ETF made up 2.54% of Camelot Technology Advisors's portfolio in Q2 2026, its #10 holding.
Camelot Technology Advisors first reported a position in iShares Micro-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Camelot Technology Advisors's iShares Micro-Cap ETF position peaked at $4.24M in Q1 2024.
32 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Camelot Technology Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.