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Murray Stahl’s iShares Micro-Cap ETF IWC Stock Holding History

Murray Stahl’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 		$138K Hold
690
– – ﹤0.01% 310
2026
Q1 		$110K Buy
+690
New +$114K ﹤0.01% 323
2024
Q2 		– Sell
-1,720
Closed -$208K – 327
2024
Q1 		$208K Buy
+1,720
New +$198K ﹤0.01% 285
2022
Q4 		– Sell
-1,974
Closed -$204K – 336
2022
Q3 		$204K Sell
1,974
-55
-3% -$6.25K ﹤0.01% 292
2022
Q2 		$211K Hold
2,029
– – ﹤0.01% 305
2022
Q1 		$261K Sell
2,029
-17
-0.8% -$2.18K 0.01% 300
2021
Q4 		$286K Sell
2,046
-223
-10% -$32.4K 0.01% 293
2021
Q3 		$327K Hold
2,269
– – 0.01% 276
2021
Q2 		$346K Sell
2,269
-53
-2% -$7.85K 0.01% 282
2021
Q1 		$341K Sell
2,322
-137
-6% -$19.6K 0.01% 273
2020
Q4 		$292K Sell
2,459
-594
-19% -$62.8K 0.01% 295
2020
Q3 		$276K Sell
3,053
-39
-1% -$3.56K 0.01% 308
2020
Q2 		$270K Sell
3,092
-646
-17% -$50.5K 0.01% 303
2020
Q1 		$251K Sell
3,738
-210
-5% -$18.5K 0.01% 291
2019
Q4 		$393K Sell
3,948
-257
-6% -$23.8K 0.01% 274
2019
Q3 		$371K Sell
4,205
-520
-11% -$46.7K 0.01% 282
2019
Q2 		$440K Sell
4,725
-187
-4% -$17.3K 0.01% 272
2019
Q1 		$456K Buy
+4,912
New +$453K 0.01% 268

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

Murray Stahl's IWC Position: Q2 2026 in Review

Murray Stahl held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 690 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Murray Stahl first reported a position in IWC in Q1 2019 and has held it in 18 quarters since. The position peaked at $456K in Q1 2019. 272 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Murray Stahl held 690 shares of iShares Micro-Cap ETF worth $138K as of Q2 2026.
  • Murray Stahl left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
  • iShares Micro-Cap ETF made up ﹤0.01% of Murray Stahl's portfolio in Q2 2026, its #310 holding.
  • Murray Stahl first reported a position in iShares Micro-Cap ETF in Q1 2019 and has held it in 18 quarters since.
  • Murray Stahl's iShares Micro-Cap ETF position peaked at $456K in Q1 2019.
  • 272 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.