FFA
IWC icon

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

Farther Finance 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 		$677K Buy
3,386
+1,181
+54% +$216K 0.01% 1335
2026
Q1 		$354K Sell
2,205
-49
-2% -$8.13K ﹤0.01% 1634
2025
Q4 		$355K Sell
2,254
-379
-14% -$59K ﹤0.01% 1544
2025
Q3 		$393K Buy
2,633
+1,584
+151% +$220K 0.01% 1211
2025
Q2 		$134K Hold
1,049
– – ﹤0.01% 1600
2025
Q1 		$116K Hold
1,049
– – ﹤0.01% 1463
2024
Q4 		$137K Hold
1,049
– – ﹤0.01% 1175
2024
Q3 		$129K Hold
1,049
– – ﹤0.01% 1192
2024
Q2 		$119K Hold
1,049
– – 0.01% 1061
2024
Q1 		$126K Hold
1,049
– – 0.01% 865
2023
Q4 		$122K Buy
+1,049
New +$106K 0.01% 725
2023
Q3 		– Sell
-1
Closed -$109 – 2658
2023
Q2 		$109 Sell
1
-3
-75% -$315 ﹤0.01% 2422
2023
Q1 		$418 Sell
4
-10
-71% -$1.12K ﹤0.01% 2051
2022
Q4 		$1.51K Buy
+14
New +$1.52K ﹤0.01% 1544

Other funds holding IWC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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 $149M AUM 24.54% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Farther Finance Advisors's IWC Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Micro-Cap ETF (IWC) stake by 54% in Q2 2026, buying an estimated $216K and bringing the position to 3,386 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #1335.

Farther Finance Advisors first reported a position in IWC in Q4 2022 and has held it in 14 quarters since. 35 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Farther Finance Advisors held 3,386 shares of iShares Micro-Cap ETF worth $677K as of Q2 2026.
  • Farther Finance Advisors bought 1,181 iShares Micro-Cap ETF shares in Q2 2026, an estimated $216K.
  • iShares Micro-Cap ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1335 holding.
  • Farther Finance Advisors first reported a position in iShares Micro-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 35 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.