LFA
IWC icon

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

EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
CTA
Camelot Technology Advisors San Francisco, California $147M AUM 24.54% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PBK
Peoples Bank (Kansas) Pratt, Kansas $103M AUM 21.04% 1-Year Est. Return