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

CoreCap 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	$263K	Sell	1,313 -242	-16%	-$44.3K	0.01%	755
2026 Q1	$248K	Sell	1,555 -130	-8%	-$21.6K	0.01%	729
2025 Q4	$266K	Buy	1,685 +50	+3%	+$7.78K	0.01%	697
2025 Q3	$244K	Buy	1,635 +237	+17%	+$32.9K	0.01%	741
2025 Q2	$178K	Sell	1,398 -236	-14%	-$27.3K	0.01%	777
2025 Q1	$181K	Buy	1,634 +219	+15%	+$27.3K	0.01%	705
2024 Q4	$184K	Buy	1,415 +21	+2%	+$2.73K	0.01%	728
2024 Q3	$172K	Buy	+1,394	New	+$168K	0.01%	737
2024 Q2	–	Sell	-1,372	Closed	-$166K	–	2118
2024 Q1	$166K	Buy	+1,372	New	+$158K	0.01%	679
2022 Q4	$110K	Buy	+1,017	New	+$111K	0.01%	703
2022 Q3	–	Sell	-856	Closed	-$89K	–	1301
2022 Q2	$89K	Buy	+856	New	+$98.6K	0.01%	735
2022 Q1	–	Sell	-585	Closed	-$82K	–	1305
2021 Q4	$82K	Buy	+585	New	+$84.9K	0.01%	828

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