Eclectic Associates
IWC icon

Eclectic Associates’s iShares Micro-Cap ETF IWC Stock Holding History

Eclectic Associates’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 		$997K Buy
5,397
+135
+3% +$26.1K 0.11% 79
2026
Q2 		$1.05M Buy
5,262
+191
+4% +$35K 0.12% 76
2026
Q1 		$809K Buy
5,071
+1,797
+55% +$298K 0.11% 83
2025
Q4 		$516K Buy
+3,274
New +$509K 0.08% 92

Other funds holding IWC

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Schoolcraft Capital
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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
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Woodward Financial Advisors
Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Eclectic Associates's IWC Position: Q3 2026 in Review

Eclectic Associates increased its iShares Micro-Cap ETF (IWC) stake by 2.6% in Q3 2026, buying an estimated $26.1K and bringing the position to 5,397 shares worth $997K. The position accounts for 0.11% of the portfolio, ranked #79.

Eclectic Associates first reported a position in IWC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.05M in Q2 2026. 49 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Eclectic Associates held 5,397 shares of iShares Micro-Cap ETF worth $997K as of Q3 2026.
  • Eclectic Associates bought 135 iShares Micro-Cap ETF shares in Q3 2026, an estimated $26.1K.
  • iShares Micro-Cap ETF made up 0.11% of Eclectic Associates's portfolio in Q3 2026, its #79 holding.
  • Eclectic Associates first reported a position in iShares Micro-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Eclectic Associates's iShares Micro-Cap ETF position peaked at $1.05M in Q2 2026.
  • 49 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.