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IWC icon

Finley Financial’s iShares Micro-Cap ETF IWC Stock Holding History

Finley Financial’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 		$6.44M Sell
32,170
-80
-0.2% -$14.6K 2.59% 10
2026
Q1 		$5.15M Sell
32,250
-200
-0.6% -$33.2K 2.41% 11
2025
Q4 		$5.12M Sell
32,450
-695
-2% -$108K 2.34% 12
2025
Q3 		$4.94M Sell
33,145
-195
-0.6% -$27.1K 2.29% 11
2025
Q2 		$4.26M Sell
33,340
-1,040
-3% -$120K 2.14% 13
2025
Q1 		$3.83M Buy
34,380
+225
+0.7% +$28K 2.13% 13
2024
Q4 		$4.41M Buy
+34,155
New +$4.45M 2.3% 12

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
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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Finley Financial's IWC Position: Q2 2026 in Review

Finley Financial reduced its iShares Micro-Cap ETF (IWC) stake by 0.25% in Q2 2026, selling an estimated $14.6K and leaving 32,170 shares worth $6.44M. The position accounts for 2.59% of the portfolio, ranked #10.

Finley Financial first reported a position in IWC in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Finley Financial held 32,170 shares of iShares Micro-Cap ETF worth $6.44M as of Q2 2026.
  • Finley Financial sold 80 iShares Micro-Cap ETF shares in Q2 2026, an estimated $14.6K.
  • iShares Micro-Cap ETF made up 2.59% of Finley Financial's portfolio in Q2 2026, its #10 holding.
  • Finley Financial first reported a position in iShares Micro-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.