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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

ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 21.04% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return