MFG
IWC icon

Merit Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History

Merit Financial Group’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 		$14.7M Buy
73,262
+30,191
+70% +$5.53M 0.09% 200
2026
Q1 		$6.87M Buy
+43,071
New +$7.15M 0.05% 316
2020
Q2 		– Sell
-12,402
Closed -$831K – 230
2020
Q1 		$831K Buy
12,402
+942
+8% +$83.2K 0.09% 87
2019
Q4 		$1.14M Sell
11,460
-148
-1% -$13.7K 0.1% 83
2019
Q3 		$1.02M Sell
11,608
-84
-0.7% -$7.54K 0.11% 49
2019
Q2 		$1.09M Sell
11,692
-1,557
-12% -$144K 0.13% 29
2019
Q1 		$1.23M Buy
13,249
+1,785
+16% +$164K 0.15% 25
2018
Q4 		$945K Sell
11,464
-466
-4% -$43.3K 0.14% 31
2018
Q3 		$1.27M Buy
11,930
+672
+6% +$72K 0.2% 27
2018
Q2 		$1.19M Buy
11,258
+1,066
+10% +$109K 0.21% 22
2018
Q1 		$979K Buy
10,192
+3,492
+52% +$340K 0.19% 23
2017
Q4 		$641K Buy
+6,700
New +$635K 0.14% 29

Other funds holding IWC

EWM
Empirical Wealth Management Seattle, Washington $6.85B 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 $149M AUM 24.54% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
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 $59.8B AUM 29.42% 1-Year Est. Return

Merit Financial Group's IWC Position: Q2 2026 in Review

Merit Financial Group increased its iShares Micro-Cap ETF (IWC) stake by 70% in Q2 2026, buying an estimated $5.53M and bringing the position to 73,262 shares worth $14.7M. The position accounts for 0.09% of the portfolio, ranked #200.

Merit Financial Group first reported a position in IWC in Q4 2017 and has held it in 12 quarters since. 32 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Merit Financial Group held 73,262 shares of iShares Micro-Cap ETF worth $14.7M as of Q2 2026.
  • Merit Financial Group bought 30,191 iShares Micro-Cap ETF shares in Q2 2026, an estimated $5.53M.
  • iShares Micro-Cap ETF made up 0.09% of Merit Financial Group's portfolio in Q2 2026, its #200 holding.
  • Merit Financial Group first reported a position in iShares Micro-Cap ETF in Q4 2017 and has held it in 12 quarters since.
  • 32 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.