Gradient Capital Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Gradient Capital 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	$302K	Hold	1,510	–	–	0.07%	142
2026 Q1	$241K	Hold	1,510	–	–	0.06%	158
2025 Q4	$238K	Hold	1,510	–	–	0.06%	157
2025 Q3	$225K	Buy	+1,510	New	+$209K	0.06%	156
2022 Q2	–	Sell	-1,597	Closed	-$206K	–	120
2022 Q1	$206K	Hold	1,597	–	–	0.09%	120
2021 Q4	$223K	Hold	1,597	–	–	0.09%	114
2021 Q3	$230K	Hold	1,597	–	–	0.11%	113
2021 Q2	$244K	Buy	+1,597	New	+$237K	0.11%	105

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

Gradient Capital Advisors's IWC Position: Q2 2026 in Review

Gradient Capital Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 1,510 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #142.

Gradient Capital Advisors first reported a position in IWC in Q2 2021 and has held it in 8 quarters since. 39 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Gradient Capital Advisors held 1,510 shares of iShares Micro-Cap ETF worth $302K as of Q2 2026.
Gradient Capital Advisors left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up 0.07% of Gradient Capital Advisors's portfolio in Q2 2026, its #142 holding.
Gradient Capital Advisors first reported a position in iShares Micro-Cap ETF in Q2 2021 and has held it in 8 quarters since.
39 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.