FFA
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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
Q3 		$4.09M Buy
22,107
+18,721
+553% +$3.62M 0.03% 498
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

CTA
Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Farther Finance Advisors's IWC Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Micro-Cap ETF (IWC) stake by 553% in Q3 2026, buying an estimated $3.62M and bringing the position to 22,107 shares worth $4.09M. The position accounts for 0.03% of the portfolio, ranked #498.

Farther Finance Advisors first reported a position in IWC in Q4 2022 and has held it in 15 quarters since. 10 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Farther Finance Advisors held 22,107 shares of iShares Micro-Cap ETF worth $4.09M as of Q3 2026.
  • Farther Finance Advisors bought 18,721 iShares Micro-Cap ETF shares in Q3 2026, an estimated $3.62M.
  • iShares Micro-Cap ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #498 holding.
  • Farther Finance Advisors first reported a position in iShares Micro-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.