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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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