RFG Advisory’s iShares Micro-Cap ETF IWC Stock Holding History

RFG Advisory’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	$231K	Buy	+1,250	New	+$242K	﹤0.01%	1117

Other funds holding IWC

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 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

RFG Advisory's IWC Position: Q3 2026 in Review

RFG Advisory opened a new position in iShares Micro-Cap ETF (IWC) in Q3 2026: 1,250 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1117 among its holdings.

119 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

RFG Advisory held 1,250 shares of iShares Micro-Cap ETF worth $231K as of Q3 2026.
iShares Micro-Cap ETF was a new RFG Advisory position in Q3 2026.
iShares Micro-Cap ETF made up ﹤0.01% of RFG Advisory's portfolio in Q3 2026, its #1117 holding.
119 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.