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Frank Rimerman Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Frank Rimerman 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 		$9.4M Sell
47,005
-163
-0.3% -$29.8K 0.53% 28
2026
Q1 		$7.53M Sell
47,168
-1,593
-3% -$264K 0.49% 30
2025
Q4 		$7.69M Buy
48,761
+1,664
+4% +$259K 0.49% 25
2025
Q3 		$7.02M Sell
47,097
-243
-0.5% -$33.7K 0.45% 30
2025
Q2 		$6.04M Sell
47,340
-8,189
-15% -$947K 0.41% 38
2025
Q1 		$6.16M Sell
55,529
-1,187
-2% -$148K 0.49% 30
2024
Q4 		$7.39M Buy
56,716
+1,652
+3% +$215K 0.54% 24
2024
Q3 		$6.79M Buy
55,064
+5,875
+12% +$710K 0.48% 27
2024
Q2 		$5.61M Buy
49,189
+38
+0.1% +$4.38K 0.4% 33
2024
Q1 		$5.96M Sell
49,151
-302
-0.6% -$34.7K 1.15% 15
2023
Q4 		$5.74M Buy
49,453
+1,029
+2% +$104K 1.2% 15
2023
Q3 		$4.85M Sell
48,424
-1,856
-4% -$201K 1.17% 17
2023
Q2 		$5.5M Buy
50,280
+19
+0% +$2K 1.31% 16
2023
Q1 		$5.25M Buy
50,261
+1,727
+4% +$194K 1.45% 14
2022
Q4 		$5.23M Sell
48,534
-2,692
-5% -$293K 1.63% 13
2022
Q3 		$5.3M Sell
51,226
-1,940
-4% -$220K 1.91% 12
2022
Q2 		$5.53M Sell
53,166
-21,468
-29% -$2.47M 2.11% 14
2022
Q1 		$9.62M Buy
74,634
+5,849
+9% +$751K 3.08% 7
2021
Q4 		$9.61M Buy
68,785
+3,432
+5% +$498K 3.22% 6
2021
Q3 		$9.43M Buy
65,353
+8,886
+16% +$1.29M 3.64% 6
2021
Q2 		$8.62M Buy
56,467
+7,359
+15% +$1.09M 3.37% 6
2021
Q1 		$7.22M Buy
49,108
+996
+2% +$142K 3.19% 7
2020
Q4 		$5.71M Buy
+48,112
New +$5.09M 2.59% 8

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Frank Rimerman Advisors's IWC Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 0.35% in Q2 2026, selling an estimated $29.8K and leaving 47,005 shares worth $9.4M. The position accounts for 0.53% of the portfolio, ranked #28.

Frank Rimerman Advisors first reported a position in IWC in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.62M in Q1 2022. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Frank Rimerman Advisors held 47,005 shares of iShares Micro-Cap ETF worth $9.4M as of Q2 2026.
  • Frank Rimerman Advisors sold 163 iShares Micro-Cap ETF shares in Q2 2026, an estimated $29.8K.
  • iShares Micro-Cap ETF made up 0.53% of Frank Rimerman Advisors's portfolio in Q2 2026, its #28 holding.
  • Frank Rimerman Advisors first reported a position in iShares Micro-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Frank Rimerman Advisors's iShares Micro-Cap ETF position peaked at $9.62M in Q1 2022.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.