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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
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

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Level Financial Advisors's IWC Position: Q2 2026 in Review

Level Financial Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 1.6% in Q2 2026, selling an estimated $29.8K and leaving 9,769 shares worth $1.95M. The position accounts for 0.44% of the portfolio, ranked #37.

Level Financial Advisors first reported a position in IWC in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.57M in Q4 2021. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Level Financial Advisors held 9,769 shares of iShares Micro-Cap ETF worth $1.95M as of Q2 2026.
  • Level Financial Advisors sold 163 iShares Micro-Cap ETF shares in Q2 2026, an estimated $29.8K.
  • iShares Micro-Cap ETF made up 0.44% of Level Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Level Financial Advisors first reported a position in iShares Micro-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Level Financial Advisors's iShares Micro-Cap ETF position peaked at $2.57M in Q4 2021.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.