Sigma Planning Corp’s iShares Micro-Cap ETF IWC Stock Holding History

Sigma Planning Corp’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	$246K	Buy	1,334 +51	+4%	+$9.9K	0.01%	1146
2026 Q2	$257K	Buy	+1,283	New	+$235K	0.01%	1197
2022 Q1	–	Sell	-1,467	Closed	-$205K	–	1438
2021 Q4	$205K	Buy	1,467 +16	+1%	+$2.32K	0.01%	1270
2021 Q3	$209K	Sell	1,451 -2,150	-60%	-$312K	0.01%	1245
2021 Q2	$550K	Buy	+3,601	New	+$534K	0.02%	789
2019 Q1	–	Sell	-18,221	Closed	-$1.5M	–	970
2018 Q4	$1.5M	Buy	18,221 +457	+3%	+$42.5K	0.11%	199
2018 Q3	$1.89M	Buy	+17,764	New	+$1.9M	0.11%	194
2018 Q1	–	Sell	-7,402	Closed	-$708K	–	888
2017 Q4	$708K	Buy	+7,402	New	+$701K	0.05%	339
2017 Q3	–	Sell	-3,378	Closed	-$300K	–	860
2017 Q2	$300K	Sell	3,378 -606	-15%	-$52.2K	0.03%	572
2017 Q1	$341K	Sell	3,984 -103	-3%	-$8.75K	0.03%	527
2016 Q4	$351K	Buy	+4,087	New	+$328K	0.04%	480

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

Sigma Planning Corp's IWC Position: Q3 2026 in Review

Sigma Planning Corp increased its iShares Micro-Cap ETF (IWC) stake by 4% in Q3 2026, buying an estimated $9.9K and bringing the position to 1,334 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #1146.

Sigma Planning Corp first reported a position in IWC in Q4 2016 and has held it in 11 quarters since. The position peaked at $1.89M in Q3 2018. 67 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

Sigma Planning Corp held 1,334 shares of iShares Micro-Cap ETF worth $246K as of Q3 2026.
Sigma Planning Corp bought 51 iShares Micro-Cap ETF shares in Q3 2026, an estimated $9.9K.
iShares Micro-Cap ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1146 holding.
Sigma Planning Corp first reported a position in iShares Micro-Cap ETF in Q4 2016 and has held it in 11 quarters since.
Sigma Planning Corp's iShares Micro-Cap ETF position peaked at $1.89M in Q3 2018.
67 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.