NBC Securities’s iShares Micro-Cap ETF IWC Stock Holding History

NBC Securities’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 Q3	$7.76K	Buy	42 +25	+147%	+$4.83K	﹤0.01%	1991
2026 Q2	$3.4K	Hold	17	–	–	﹤0.01%	2152
2026 Q1	$2.71K	Hold	17	–	–	﹤0.01%	2266
2025 Q4	$2.68K	Hold	17	–	–	﹤0.01%	2367
2025 Q3	$2.53K	Hold	17	–	–	﹤0.01%	2370
2025 Q2	$2K	Hold	17	–	–	﹤0.01%	2294
2025 Q1	$1K	Buy	+17	New	+$2.12K	﹤0.01%	2086
2024 Q4	–	Sell	-17	Closed	-$2K	–	1681
2024 Q3	$2K	Hold	17	–	–	﹤0.01%	2027
2024 Q2	$1K	Hold	17	–	–	﹤0.01%	2045
2024 Q1	$2K	Hold	17	–	–	﹤0.01%	1995
2023 Q4	$1K	Hold	17	–	–	﹤0.01%	2068
2023 Q3	$1K	Buy	+17	New	+$1.84K	﹤0.01%	2073

Other funds holding IWC

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return

NBC Securities's IWC Position: Q3 2026 in Review

NBC Securities increased its iShares Micro-Cap ETF (IWC) stake by 147% in Q3 2026, buying an estimated $4.83K and bringing the position to 42 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1991.

NBC Securities first reported a position in IWC in Q3 2023 and has held it in 12 quarters since. 75 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

NBC Securities held 42 shares of iShares Micro-Cap ETF worth $7.76K as of Q3 2026.
NBC Securities bought 25 iShares Micro-Cap ETF shares in Q3 2026, an estimated $4.83K.
iShares Micro-Cap ETF made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1991 holding.
NBC Securities first reported a position in iShares Micro-Cap ETF in Q3 2023 and has held it in 12 quarters since.
75 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.