Schoolcraft Capital
IWC icon

Schoolcraft Capital’s iShares Micro-Cap ETF IWC Stock Holding History

Schoolcraft Capital’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 		$10.6M Sell
57,197
-1,306
-2% -$253K 1.86% 15
2026
Q2 		$11.7M Sell
58,503
-1,945
-3% -$356K 2.08% 14
2026
Q1 		$9.6M Sell
60,448
-586
-1% -$97.2K 1.87% 14
2025
Q4 		$9.6M Sell
61,034
-258
-0.4% -$40.1K 1.87% 14
2025
Q3 		$9.14M Sell
61,292
-991
-2% -$137K 1.83% 14
2025
Q2 		$7.95M Sell
62,283
-945
-1% -$109K 1.62% 15
2025
Q1 		$7.01M Sell
63,228
-564
-0.9% -$70.3K 1.38% 17
2024
Q4 		$8.32M Sell
63,792
-884
-1% -$115K 1.74% 14
2024
Q3 		$7.98M Sell
64,676
-423
-0.6% -$51.1K 1.62% 15
2024
Q2 		$7.42M Buy
65,099
+4,101
+7% +$473K 1.59% 15
2024
Q1 		$7.39M Sell
60,998
-611
-1% -$70.3K 1.73% 14
2023
Q4 		$7.15M Sell
61,609
-11
-0% -$1.12K 1.8% 15
2023
Q3 		$6.17M Buy
61,620
+61
+0.1% +$6.6K 1.74% 14
2023
Q2 		$6.73M Sell
61,559
-602
-1% -$63.2K 1.85% 13
2023
Q1 		$6.5M Buy
62,161
+91
+0.1% +$10.2K 1.87% 13
2022
Q4 		$6.69M Buy
62,070
+632
+1% +$68.8K 2.06% 13
2022
Q3 		$6.35M Sell
61,438
-212
-0.3% -$24.1K 2.15% 12
2022
Q2 		$6.41M Sell
61,650
-32
-0.1% -$3.68K 2.05% 13
2022
Q1 		$7.95M Buy
61,682
+9,865
+19% +$1.27M 2.45% 12
2021
Q4 		$7.24M Sell
51,817
-98
-0.2% -$14.2K 2.19% 12
2021
Q3 		$7.49M Sell
51,915
-33
-0.1% -$4.79K 2.51% 11
2021
Q2 		$7.93M Sell
51,948
-1,040
-2% -$154K 2.87% 10
2021
Q1 		$7.79M Sell
52,988
-8,491
-14% -$1.21M 3.11% 10
2020
Q4 		$7.29M Sell
61,479
-1,725
-3% -$182K 3.06% 11
2020
Q3 		$5.72M Buy
63,204
+756
+1% +$69K 2.69% 11
2020
Q2 		$5.45M Buy
62,448
+16,450
+36% +$1.29M 2.7% 11
2020
Q1 		$3.08M Buy
45,998
+9,056
+25% +$800K 1.87% 12
2019
Q4 		$3.68M Sell
36,942
-343
-0.9% -$31.7K 1.87% 12
2019
Q3 		$3.29M Buy
37,285
+1,352
+4% +$121K 1.88% 12
2019
Q2 		$3.35M Sell
35,933
-156
-0.4% -$14.5K 1.99% 12
2019
Q1 		$3.35M Buy
+36,089
New +$3.33M 2.16% 12

Other funds holding IWC

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Weber Capital Management
Weber Capital Management San Francisco, California $110M AUM 43.35% 1-Year Est. Return
Farther Finance Advisors
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
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Woodward Financial Advisors
Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Schoolcraft Capital's IWC Position: Q3 2026 in Review

Schoolcraft Capital reduced its iShares Micro-Cap ETF (IWC) stake by 2.2% in Q3 2026, selling an estimated $253K and leaving 57,197 shares worth $10.6M. The position accounts for 1.86% of the portfolio, ranked #15.

Schoolcraft Capital first reported a position in IWC in Q1 2019 and has held it in 31 quarters since. The position peaked at $11.7M in Q2 2026. 49 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Schoolcraft Capital held 57,197 shares of iShares Micro-Cap ETF worth $10.6M as of Q3 2026.
  • Schoolcraft Capital sold 1,306 iShares Micro-Cap ETF shares in Q3 2026, an estimated $253K.
  • iShares Micro-Cap ETF made up 1.86% of Schoolcraft Capital's portfolio in Q3 2026, its #15 holding.
  • Schoolcraft Capital first reported a position in iShares Micro-Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • Schoolcraft Capital's iShares Micro-Cap ETF position peaked at $11.7M in Q2 2026.
  • 49 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Schoolcraft Capital's 13F filing for Q3 2026, filed 14 Oct 2026.