NVWM LLC’s iShares Micro-Cap ETF IWC Stock Holding History

NVWM LLC’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	$943K	Sell	5,104 -196	-4%	-$37.9K	0.18%	134
2026 Q2	$1.06M	Buy	5,300 +3,911	+282%	+$716K	0.21%	126
2026 Q1	$222K	Sell	1,389 -2,535	-65%	-$421K	0.05%	198
2025 Q4	$619K	Sell	3,924 -127	-3%	-$19.8K	0.13%	158
2025 Q3	$604K	Buy	+4,051	New	+$562K	0.14%	176
2022 Q3	–	Sell	-2,560	Closed	-$266K	–	465
2022 Q2	$266K	Buy	+2,560	New	+$295K	0.1%	174
2021 Q2	–	Sell	-2,598	Closed	-$382K	–	448
2021 Q1	$382K	Buy	+2,598	New	+$371K	0.15%	159

Other funds holding IWC

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CTA

Camelot Technology Advisors San Francisco, California $150M AUM 18.91% 1-Year Est. Return

ITIM

Indiana Trust & Investment Management Mishawaka, Indiana $367M AUM 23.81% 1-Year Est. Return

NVWM LLC's IWC Position: Q3 2026 in Review

NVWM LLC reduced its iShares Micro-Cap ETF (IWC) stake by 3.7% in Q3 2026, selling an estimated $37.9K and leaving 5,104 shares worth $943K. The position accounts for 0.18% of the portfolio, ranked #134.

NVWM LLC first reported a position in IWC in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2026. 59 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

NVWM LLC held 5,104 shares of iShares Micro-Cap ETF worth $943K as of Q3 2026.
NVWM LLC sold 196 iShares Micro-Cap ETF shares in Q3 2026, an estimated $37.9K.
iShares Micro-Cap ETF made up 0.18% of NVWM LLC's portfolio in Q3 2026, its #134 holding.
NVWM LLC first reported a position in iShares Micro-Cap ETF in Q1 2021 and has held it in 7 quarters since.
NVWM LLC's iShares Micro-Cap ETF position peaked at $1.06M in Q2 2026.
59 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.