Robinson Value Management’s iShares Micro-Cap ETF IWC Stock Holding History

Robinson Value Management’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	$1.84M	Sell	9,201 -64	-0.7%	-$11.7K	0.99%	44
2026 Q1	$1.48M	Buy	+9,265	New	+$1.54M	0.82%	46
2017 Q3	–	Sell	-2,610	Closed	-$232K	–	65
2017 Q2	$232K	Sell	2,610 -205	-7%	-$17.7K	0.22%	64
2017 Q1	$241K	Hold	2,815	–	–	0.22%	62
2016 Q4	$242K	Buy	+2,815	New	+$226K	0.23%	62

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Robinson Value Management's IWC Position: Q2 2026 in Review

Robinson Value Management reduced its iShares Micro-Cap ETF (IWC) stake by 0.69% in Q2 2026, selling an estimated $11.7K and leaving 9,201 shares worth $1.84M. The position accounts for 0.99% of the portfolio, ranked #44.

Robinson Value Management first reported a position in IWC in Q4 2016 and has held it in 5 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

Robinson Value Management held 9,201 shares of iShares Micro-Cap ETF worth $1.84M as of Q2 2026.
Robinson Value Management sold 64 iShares Micro-Cap ETF shares in Q2 2026, an estimated $11.7K.
iShares Micro-Cap ETF made up 0.99% of Robinson Value Management's portfolio in Q2 2026, its #44 holding.
Robinson Value Management first reported a position in iShares Micro-Cap ETF in Q4 2016 and has held it in 5 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Robinson Value Management's 13F filing for Q2 2026, filed 10 Aug 2026.