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 Q3	$279K	Hold	1,510	–	–	0.06%	150
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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

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

Gradient Capital Advisors's IWC Position: Q3 2026 in Review

Gradient Capital Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q3 2026 at 1,510 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #150.

Gradient Capital Advisors first reported a position in IWC in Q2 2021 and has held it in 9 quarters since. The position peaked at $302K in Q2 2026. 53 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

Gradient Capital Advisors held 1,510 shares of iShares Micro-Cap ETF worth $279K as of Q3 2026.
Gradient Capital Advisors left its iShares Micro-Cap ETF share count unchanged in Q3 2026.
iShares Micro-Cap ETF made up 0.06% of Gradient Capital Advisors's portfolio in Q3 2026, its #150 holding.
Gradient Capital Advisors first reported a position in iShares Micro-Cap ETF in Q2 2021 and has held it in 9 quarters since.
Gradient Capital Advisors's iShares Micro-Cap ETF position peaked at $302K in Q2 2026.
53 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.