Clune & Associates’s iShares Micro-Cap ETF IWC Stock Holding History

Clune & Associates’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	–	Sell	-2,051	Closed	-$327K	–	175
2026 Q1	$327K	Buy	2,051 +94	+5%	+$15.6K	0.06%	132
2025 Q4	$309K	Buy	1,957 +233	+14%	+$36.2K	0.07%	134
2025 Q3	$257K	Buy	+1,724	New	+$239K	0.06%	137

Other funds holding IWC

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 $147M AUM 24.54% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

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

Peoples Bank (Kansas) Pratt, Kansas $103M AUM 21.04% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return