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 Q3	$1.69M	Sell	9,165 -36	-0.4%	-$6.96K	0.93%	45
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

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

Kendall Capital Management Rockville, Maryland $605M AUM 38.16% 1-Year Est. Return

Robinson Value Management's IWC Position: Q3 2026 in Review

Robinson Value Management reduced its iShares Micro-Cap ETF (IWC) stake by 0.39% in Q3 2026, selling an estimated $6.96K and leaving 9,165 shares worth $1.69M. The position accounts for 0.93% of the portfolio, ranked #45.

Robinson Value Management first reported a position in IWC in Q4 2016 and has held it in 6 quarters since. The position peaked at $1.84M in Q2 2026. 67 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

Robinson Value Management held 9,165 shares of iShares Micro-Cap ETF worth $1.69M as of Q3 2026.
Robinson Value Management sold 36 iShares Micro-Cap ETF shares in Q3 2026, an estimated $6.96K.
iShares Micro-Cap ETF made up 0.93% of Robinson Value Management's portfolio in Q3 2026, its #45 holding.
Robinson Value Management first reported a position in iShares Micro-Cap ETF in Q4 2016 and has held it in 6 quarters since.
Robinson Value Management's iShares Micro-Cap ETF position peaked at $1.84M in Q2 2026.
67 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Robinson Value Management's 13F filing for Q3 2026, filed 20 Oct 2026.