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 Q3	–	Sell	-3,075	Closed	-$615K	–	785
2026 Q2	$615K	Buy	3,075 +44	+1%	+$8.06K	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

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

WCM

Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return

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 Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

WFA

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Focus Financial Network's IWC Position: Q3 2026 in Review

Focus Financial Network sold out of iShares Micro-Cap ETF (IWC) in Q3 2026, closing a stake of 3,075 shares — an estimated $615K sold.

Focus Financial Network first reported a position in IWC in Q1 2025 and held it in 5 quarters. The position peaked at $1.1M in Q3 2025. 48 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

Focus Financial Network reported no remaining iShares Micro-Cap ETF position as of Q3 2026 after selling out during the quarter.
Focus Financial Network sold 3,075 iShares Micro-Cap ETF shares in Q3 2026, an estimated $615K.
Focus Financial Network first reported a position in iShares Micro-Cap ETF in Q1 2025 and held it in 5 quarters.
Focus Financial Network's iShares Micro-Cap ETF position peaked at $1.1M in Q3 2025.
48 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.