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

Doliver 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 		$642K Buy
3,210
+1,201
+60% +$220K 0.15% 109
2026
Q1 		$321K Sell
2,009
-56
-3% -$9.29K 0.07% 150
2025
Q4 		$326K Sell
2,065
-144
-7% -$22.4K 0.08% 144
2025
Q3 		$329K Sell
2,209
-16
-0.7% -$2.22K 0.09% 148
2025
Q2 		$284K Buy
2,225
+3
+0.1% +$347 0.08% 147
2025
Q1 		$246K Sell
2,222
-36
-2% -$4.49K 0.07% 149
2024
Q4 		$294K Sell
2,258
-25
-1% -$3.25K 0.08% 133
2024
Q3 		$282K Sell
2,283
-151
-6% -$18.2K 0.08% 128
2024
Q2 		$277K Hold
2,434
– – 0.08% 128
2024
Q1 		$295K Sell
2,434
-311
-11% -$35.8K 0.08% 125
2023
Q4 		$319K Buy
+2,745
New +$278K 0.1% 119

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Doliver Advisors's IWC Position: Q2 2026 in Review

Doliver Advisors increased its iShares Micro-Cap ETF (IWC) stake by 60% in Q2 2026, buying an estimated $220K and bringing the position to 3,210 shares worth $642K. The position accounts for 0.15% of the portfolio, ranked #109.

Doliver Advisors first reported a position in IWC in Q4 2023 and has held it in 11 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Doliver Advisors held 3,210 shares of iShares Micro-Cap ETF worth $642K as of Q2 2026.
  • Doliver Advisors bought 1,201 iShares Micro-Cap ETF shares in Q2 2026, an estimated $220K.
  • iShares Micro-Cap ETF made up 0.15% of Doliver Advisors's portfolio in Q2 2026, its #109 holding.
  • Doliver Advisors first reported a position in iShares Micro-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.