SFI Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

SFI Advisors’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	$777K	Sell	3,885 -86	-2%	-$15.7K	0.67%	36
2026 Q1	$634K	Sell	3,971 -3,953	-50%	-$656K	0.67%	35
2025 Q4	$1.25M	Sell	7,924 -829	-9%	-$129K	0.8%	30
2025 Q3	$1.3M	Sell	8,753 -1,031	-11%	-$143K	0.83%	31
2025 Q2	$1.25M	Sell	9,784 -2,364	-19%	-$273K	0.86%	30
2025 Q1	$1.35M	Buy	12,148 +197	+2%	+$24.6K	1%	28
2024 Q4	$1.56M	Buy	11,951 +1,821	+18%	+$237K	1.09%	27
2024 Q3	$1.25M	Buy	+10,130	New	+$1.22M	0.89%	29

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

SFI Advisors's IWC Position: Q2 2026 in Review

SFI Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 2.2% in Q2 2026, selling an estimated $15.7K and leaving 3,885 shares worth $777K. The position accounts for 0.67% of the portfolio, ranked #36.

SFI Advisors first reported a position in IWC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q4 2024. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

SFI Advisors held 3,885 shares of iShares Micro-Cap ETF worth $777K as of Q2 2026.
SFI Advisors sold 86 iShares Micro-Cap ETF shares in Q2 2026, an estimated $15.7K.
iShares Micro-Cap ETF made up 0.67% of SFI Advisors's portfolio in Q2 2026, its #36 holding.
SFI Advisors first reported a position in iShares Micro-Cap ETF in Q3 2024 and has held it in 8 quarters since.
SFI Advisors's iShares Micro-Cap ETF position peaked at $1.56M in Q4 2024.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.