CIAS
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Capital Investment Advisory Services’s iShares Micro-Cap ETF IWC Stock Holding History

Capital Investment Advisory Services’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 		$27.2K Hold
136
– – ﹤0.01% 1040
2026
Q1 		$21.7K Sell
136
-25
-16% -$4.15K ﹤0.01% 985
2025
Q4 		$25.4K Hold
161
– – ﹤0.01% 933
2025
Q3 		$24K Hold
161
– – ﹤0.01% 882
2025
Q2 		$20.6K Buy
+161
New +$18.6K ﹤0.01% 871
2024
Q1 		– Sell
-100
Closed -$11.6K – 987
2023
Q4 		$11.6K Buy
+100
New +$10.1K ﹤0.01% 823
2022
Q3 		– Sell
-30
Closed -$3K – 837
2022
Q2 		$3K Hold
30
– – ﹤0.01% 785
2022
Q1 		$4K Sell
30
-231
-89% -$29.7K ﹤0.01% 791
2021
Q4 		$36K Buy
261
+250
+2,273% +$36.3K ﹤0.01% 631
2021
Q3 		$2K Hold
11
– – ﹤0.01% 740
2021
Q2 		$2K Hold
11
– – ﹤0.01% 764
2021
Q1 		$2K Hold
11
– – ﹤0.01% 713
2020
Q4 		$1K Hold
11
– – ﹤0.01% 696
2020
Q3 		$1K Hold
11
– – ﹤0.01% 619
2020
Q2 		$1K Sell
11
-55
-83% -$4.3K ﹤0.01% 561
2020
Q1 		$4K Hold
66
– – ﹤0.01% 511
2019
Q4 		$7K Hold
66
– – ﹤0.01% 492
2019
Q3 		$6K Hold
66
– – ﹤0.01% 1092
2019
Q2 		$6K Sell
66
-3
-4% -$278 ﹤0.01% 1094
2019
Q1 		$6K Hold
69
– – ﹤0.01% 937
2018
Q4 		$6K Buy
+69
New +$6.41K ﹤0.01% 901

Other funds holding IWC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $149M AUM 24.54% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

Capital Investment Advisory Services's IWC Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 136 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Capital Investment Advisory Services first reported a position in IWC in Q4 2018 and has held it in 21 quarters since. The position peaked at $36K in Q4 2021. 58 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Capital Investment Advisory Services held 136 shares of iShares Micro-Cap ETF worth $27.2K as of Q2 2026.
  • Capital Investment Advisory Services left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1040 holding.
  • Capital Investment Advisory Services first reported a position in iShares Micro-Cap ETF in Q4 2018 and has held it in 21 quarters since.
  • Capital Investment Advisory Services's iShares Micro-Cap ETF position peaked at $36K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.