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

Focus Financial Network’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	$615K	Buy	3,075 +44	+1%	+$8.05K	0.02%	444
2026 Q1	$484K	Sell	3,031 -500	-14%	-$82.9K	0.02%	467
2025 Q4	$557K	Sell	3,531 -3,839	-52%	-$597K	0.02%	428
2025 Q3	$1.1M	Buy	+7,370	New	+$1.02M	0.04%	284
2025 Q2	–	Sell	-3,949	Closed	-$438K	–	717
2025 Q1	$438K	Buy	+3,949	New	+$492K	0.02%	449

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

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

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

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

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

Focus Financial Network's IWC Position: Q2 2026 in Review

Focus Financial Network increased its iShares Micro-Cap ETF (IWC) stake by 1.5% in Q2 2026, buying an estimated $8.05K and bringing the position to 3,075 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #444.

Focus Financial Network first reported a position in IWC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.1M in Q3 2025. 38 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Focus Financial Network held 3,075 shares of iShares Micro-Cap ETF worth $615K as of Q2 2026.
Focus Financial Network bought 44 iShares Micro-Cap ETF shares in Q2 2026, an estimated $8.05K.
iShares Micro-Cap ETF made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #444 holding.
Focus Financial Network first reported a position in iShares Micro-Cap ETF in Q1 2025 and has held it in 5 quarters since.
Focus Financial Network's iShares Micro-Cap ETF position peaked at $1.1M in Q3 2025.
38 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.