CoreCap Advisors
IWC icon

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
Q3 		$288K Buy
1,557
+244
+19% +$47.2K 0.01% 715
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 – 2104
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

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Weber Capital Management
Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
ITIM
Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

CoreCap Advisors's IWC Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Micro-Cap ETF (IWC) stake by 19% in Q3 2026, buying an estimated $47.2K and bringing the position to 1,557 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #715.

CoreCap Advisors first reported a position in IWC in Q4 2021 and has held it in 13 quarters since. 58 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • CoreCap Advisors held 1,557 shares of iShares Micro-Cap ETF worth $288K as of Q3 2026.
  • CoreCap Advisors bought 244 iShares Micro-Cap ETF shares in Q3 2026, an estimated $47.2K.
  • iShares Micro-Cap ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #715 holding.
  • CoreCap Advisors first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 13 quarters since.
  • 58 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.