MFT
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Moisand Fitzgerald Tamayo’s iShares Micro-Cap ETF IWC Stock Holding History

Moisand Fitzgerald Tamayo’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 		$1.78M Sell
8,910
-7
-0.1% -$1.28K 0.17% 44
2026
Q1 		$1.42M Hold
8,917
– – 0.15% 49
2025
Q4 		$1.41M Sell
8,917
-346
-4% -$53.8K 0.16% 48
2025
Q3 		$1.38M Hold
9,263
– – 0.16% 47
2025
Q2 		$1.18M Sell
9,263
-354
-4% -$40.9K 0.15% 47
2025
Q1 		$1.07M Sell
9,617
-430
-4% -$53.6K 0.15% 46
2024
Q4 		$1.31M Sell
10,047
-355
-3% -$46.2K 0.19% 45
2024
Q3 		$1.28M Hold
10,402
– – 0.18% 45
2024
Q2 		$1.19M Sell
10,402
-17
-0.2% -$1.96K 0.18% 44
2024
Q1 		$1.26M Sell
10,419
-21
-0.2% -$2.42K 0.19% 44
2023
Q4 		$1.21M Hold
10,440
– – 0.21% 43
2023
Q3 		$1.05M Sell
10,440
-18
-0.2% -$1.95K 0.22% 40
2023
Q2 		$1.14M Sell
10,458
-131
-1% -$13.8K 0.23% 40
2023
Q1 		$1.11M Sell
10,589
-1,603
-13% -$180K 0.24% 41
2022
Q4 		$1.31M Sell
12,192
-165
-1% -$18K 0.3% 40
2022
Q3 		$1.28M Sell
12,357
-43
-0.3% -$4.88K 0.35% 38
2022
Q2 		$1.29M Buy
12,400
+5,260
+74% +$606K 0.35% 38
2022
Q1 		$920K Sell
7,140
-5,279
-43% -$678K 0.42% 37
2021
Q4 		$1.74M Hold
12,419
– – 0.49% 35
2021
Q3 		$1.79M Sell
12,419
-441
-3% -$64.1K 0.6% 33
2021
Q2 		$1.96M Sell
12,860
-680
-5% -$101K 0.71% 28
2021
Q1 		$1.99M Sell
13,540
-108
-0.8% -$15.4K 0.86% 26
2020
Q4 		$1.62M Sell
13,648
-87
-0.6% -$9.2K 0.73% 26
2020
Q3 		$1.24M Sell
13,735
-218
-2% -$19.9K 0.64% 29
2020
Q2 		$1.22M Sell
13,953
-113
-0.8% -$8.83K 0.67% 29
2020
Q1 		$943K Sell
14,066
-679
-5% -$60K 0.62% 30
2019
Q4 		$1.47M Sell
14,745
-193
-1% -$17.9K 0.76% 24
2019
Q3 		$1.32M Sell
14,938
-181
-1% -$16.3K 0.71% 25
2019
Q2 		$1.41M Hold
15,119
– – 0.77% 24
2019
Q1 		$1.4M Sell
15,119
-119
-0.8% -$11K 0.78% 25
2018
Q4 		$1.26M Sell
15,238
-441
-3% -$41K 0.79% 25
2018
Q3 		$1.67M Sell
15,679
-143
-0.9% -$15.3K 0.93% 23
2018
Q2 		$1.67M Sell
15,822
-167
-1% -$17.1K 0.97% 22
2018
Q1 		$1.54M Sell
15,989
-210
-1% -$20.5K 0.91% 23
2017
Q4 		$1.55M Sell
16,199
-645
-4% -$61.1K 0.9% 24
2017
Q3 		$1.59M Sell
16,844
-265
-2% -$23.4K 0.97% 24
2017
Q2 		$1.52M Sell
17,109
-244
-1% -$21K 1.04% 24
2017
Q1 		$1.49M Sell
17,353
-696
-4% -$59.1K 1.05% 24
2016
Q4 		$1.55M Sell
18,049
-938
-5% -$75.3K 1.15% 23
2016
Q3 		$1.48M Sell
18,987
-967
-5% -$72.6K 1.12% 23
2016
Q2 		$1.41M Sell
19,954
-539
-3% -$37.6K 1.15% 24
2016
Q1 		$1.39M Sell
20,493
-2,457
-11% -$159K 1.13% 24
2015
Q4 		$1.66M Buy
+22,950
New +$1.69M 1.42% 22

Other funds holding IWC

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
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

Moisand Fitzgerald Tamayo's IWC Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its iShares Micro-Cap ETF (IWC) stake by 0.08% in Q2 2026, selling an estimated $1.28K and leaving 8,910 shares worth $1.78M. The position accounts for 0.17% of the portfolio, ranked #44.

Moisand Fitzgerald Tamayo first reported a position in IWC in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.99M in Q1 2021. 32 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 8,910 shares of iShares Micro-Cap ETF worth $1.78M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 7 iShares Micro-Cap ETF shares in Q2 2026, an estimated $1.28K.
  • iShares Micro-Cap ETF made up 0.17% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #44 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares Micro-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Moisand Fitzgerald Tamayo's iShares Micro-Cap ETF position peaked at $1.99M in Q1 2021.
  • 32 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.