SignatureFD’s iShares Micro-Cap ETF IWC Stock Holding History

SignatureFD’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	$46.9K	Hold	254	–	–	﹤0.01%	1996
2026 Q2	$50.7K	Buy	254 +1	+0.4%	+$183	﹤0.01%	1866
2026 Q1	$40.5K	Buy	253 +80	+46%	+$13.3K	﹤0.01%	1852
2025 Q4	$27.3K	Buy	+173	New	+$26.9K	﹤0.01%	1973
2019 Q2	–	Sell	-31	Closed	-$3K	–	2103
2019 Q1	$3K	Hold	31	–	–	﹤0.01%	1705
2018 Q4	$3K	Hold	31	–	–	﹤0.01%	1650
2018 Q3	$3K	Hold	31	–	–	﹤0.01%	1637
2018 Q2	$3K	Hold	31	–	–	﹤0.01%	1655
2018 Q1	$3K	Buy	+31	New	+$3.02K	﹤0.01%	1500
2016 Q4	–	Sell	-82	Closed	-$6K	–	719
2016 Q3	$6K	Hold	82	–	–	﹤0.01%	1176
2016 Q2	$6K	Hold	82	–	–	﹤0.01%	1047
2016 Q1	$6K	Hold	82	–	–	﹤0.01%	955
2015 Q4	$6K	Hold	82	–	–	﹤0.01%	847
2015 Q3	$6K	Hold	82	–	–	﹤0.01%	785
2015 Q2	$7K	Hold	82	–	–	﹤0.01%	699
2015 Q1	$6K	Sell	82 -988	-92%	-$76K	﹤0.01%	636
2014 Q4	$82K	Buy	1,070 +1,019	+1,998%	+$74K	0.02%	232
2014 Q3	$4K	Hold	51	–	–	﹤0.01%	558
2014 Q2	$4K	Buy	+51	New	+$3.74K	﹤0.01%	631

Other funds holding IWC

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.19B AUM 19.38% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

SignatureFD's IWC Position: Q3 2026 in Review

SignatureFD held its iShares Micro-Cap ETF (IWC) position steady in Q3 2026 at 254 shares worth $46.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

SignatureFD first reported a position in IWC in Q2 2014 and has held it in 19 quarters since. The position peaked at $82K in Q4 2014. 104 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

SignatureFD held 254 shares of iShares Micro-Cap ETF worth $46.9K as of Q3 2026.
SignatureFD left its iShares Micro-Cap ETF share count unchanged in Q3 2026.
iShares Micro-Cap ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #1996 holding.
SignatureFD first reported a position in iShares Micro-Cap ETF in Q2 2014 and has held it in 19 quarters since.
SignatureFD's iShares Micro-Cap ETF position peaked at $82K in Q4 2014.
104 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.