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

Level Financial 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 		$1.77M Sell
9,566
-203
-2% -$39.3K 0.39% 38
2026
Q2 		$1.95M Sell
9,769
-163
-2% -$29.8K 0.44% 37
2026
Q1 		$1.59M Sell
9,932
-16
-0.2% -$2.65K 0.4% 39
2025
Q4 		$1.57M Sell
9,948
-23
-0.2% -$3.58K 0.41% 38
2025
Q3 		$1.49M Buy
9,971
+603
+6% +$83.7K 0.42% 39
2025
Q2 		$1.2M Sell
9,368
-740
-7% -$85.6K 0.37% 42
2025
Q1 		$1.12M Sell
10,108
-67
-0.7% -$8.35K 0.38% 43
2024
Q4 		$1.33M Sell
10,175
-1,066
-9% -$139K 0.49% 36
2024
Q3 		$1.39M Sell
11,241
-594
-5% -$71.8K 0.53% 34
2024
Q2 		$1.35M Sell
11,835
-232
-2% -$26.7K 0.58% 33
2024
Q1 		$1.46M Sell
12,067
-389
-3% -$44.7K 0.66% 30
2023
Q4 		$1.45M Sell
12,456
-223
-2% -$22.6K 0.71% 26
2023
Q3 		$1.27M Sell
12,679
-387
-3% -$41.8K 0.71% 25
2023
Q2 		$1.43M Sell
13,066
-1,168
-8% -$123K 0.8% 25
2023
Q1 		$1.49M Sell
14,234
-48
-0.3% -$5.39K 0.89% 23
2022
Q4 		$1.54M Sell
14,282
-404
-3% -$44K 1.01% 22
2022
Q3 		$1.52M Sell
14,686
-1,014
-6% -$115K 1.12% 21
2022
Q2 		$1.63M Sell
15,700
-2,033
-11% -$234K 1.2% 18
2022
Q1 		$2.29M Sell
17,733
-643
-3% -$82.6K 1.76% 14
2021
Q4 		$2.57M Buy
+18,376
New +$2.67M 1.96% 13

Other funds holding IWC

SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
FFA
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 16.02% 1-Year Est. Return

Level Financial Advisors's IWC Position: Q3 2026 in Review

Level Financial Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 2.1% in Q3 2026, selling an estimated $39.3K and leaving 9,566 shares worth $1.77M. The position accounts for 0.39% of the portfolio, ranked #38.

Level Financial Advisors first reported a position in IWC in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.57M in Q4 2021. 24 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Level Financial Advisors held 9,566 shares of iShares Micro-Cap ETF worth $1.77M as of Q3 2026.
  • Level Financial Advisors sold 203 iShares Micro-Cap ETF shares in Q3 2026, an estimated $39.3K.
  • iShares Micro-Cap ETF made up 0.39% of Level Financial Advisors's portfolio in Q3 2026, its #38 holding.
  • Level Financial Advisors first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Level Financial Advisors's iShares Micro-Cap ETF position peaked at $2.57M in Q4 2021.
  • 24 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.