Legacy Advisors
IWC icon

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

Legacy 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 		$493K Hold
2,667
– – 0.05% 179
2026
Q2 		$534K Hold
2,667
– – 0.05% 178
2026
Q1 		$426K Hold
2,667
– – 0.05% 176
2025
Q4 		$421K Buy
+2,667
New +$415K 0.05% 181
2018
Q3 		– Sell
-58
Closed -$6K – 484
2018
Q2 		$6K Buy
+58
New +$5.93K ﹤0.01% 340

Other funds holding IWC

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Legacy Advisors's IWC Position: Q3 2026 in Review

Legacy Advisors held its iShares Micro-Cap ETF (IWC) position steady in Q3 2026 at 2,667 shares worth $493K. The position accounts for 0.05% of the portfolio, ranked #179.

Legacy Advisors first reported a position in IWC in Q2 2018 and has held it in 5 quarters since. The position peaked at $534K in Q2 2026. 129 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Legacy Advisors held 2,667 shares of iShares Micro-Cap ETF worth $493K as of Q3 2026.
  • Legacy Advisors left its iShares Micro-Cap ETF share count unchanged in Q3 2026.
  • iShares Micro-Cap ETF made up 0.05% of Legacy Advisors's portfolio in Q3 2026, its #179 holding.
  • Legacy Advisors first reported a position in iShares Micro-Cap ETF in Q2 2018 and has held it in 5 quarters since.
  • Legacy Advisors's iShares Micro-Cap ETF position peaked at $534K in Q2 2026.
  • 129 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.