Doliver Advisors
IWC icon

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
Q3 		$578K Sell
3,127
-83
-3% -$16K 0.13% 106
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% -$3.26K 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

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Doliver Advisors's IWC Position: Q3 2026 in Review

Doliver Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 2.6% in Q3 2026, selling an estimated $16K and leaving 3,127 shares worth $578K. The position accounts for 0.13% of the portfolio, ranked #106.

Doliver Advisors first reported a position in IWC in Q4 2023 and has held it in 12 quarters since. The position peaked at $642K in Q2 2026. 130 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Doliver Advisors held 3,127 shares of iShares Micro-Cap ETF worth $578K as of Q3 2026.
  • Doliver Advisors sold 83 iShares Micro-Cap ETF shares in Q3 2026, an estimated $16K.
  • iShares Micro-Cap ETF made up 0.13% of Doliver Advisors's portfolio in Q3 2026, its #106 holding.
  • Doliver Advisors first reported a position in iShares Micro-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Doliver Advisors's iShares Micro-Cap ETF position peaked at $642K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.