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 Q3	$3.64M	Buy	19,673 +779	+4%	+$151K	2.43%	10
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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Dumont & Blake Investment Advisors Princeton, New Jersey $398M AUM 22.72% 1-Year Est. Return

Camelot Technology Advisors's IWC Position: Q3 2026 in Review

Camelot Technology Advisors increased its iShares Micro-Cap ETF (IWC) stake by 4.1% in Q3 2026, buying an estimated $151K and bringing the position to 19,673 shares worth $3.64M. The position accounts for 2.43% of the portfolio, ranked #10.

Camelot Technology Advisors first reported a position in IWC in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.24M in Q1 2024. 89 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

Camelot Technology Advisors held 19,673 shares of iShares Micro-Cap ETF worth $3.64M as of Q3 2026.
Camelot Technology Advisors bought 779 iShares Micro-Cap ETF shares in Q3 2026, an estimated $151K.
iShares Micro-Cap ETF made up 2.43% of Camelot Technology Advisors's portfolio in Q3 2026, its #10 holding.
Camelot Technology Advisors first reported a position in iShares Micro-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Camelot Technology Advisors's iShares Micro-Cap ETF position peaked at $4.24M in Q1 2024.
89 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Camelot Technology Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.