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Texas Yale Capital Corp’s iShares Micro-Cap ETF IWC Stock Holding History

Texas Yale Capital 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
Q1 		$2.86M Sell
17,899
-150
-0.8% -$24.9K 0.08% 159
2025
Q4 		$2.85M Buy
18,049
+2,820
+19% +$439K 0.09% 159
2025
Q3 		$2.27M Buy
15,229
+600
+4% +$83.2K 0.07% 177
2025
Q2 		$1.87M Sell
14,629
-3,018
-17% -$349K 0.06% 195
2025
Q1 		$1.96M Buy
17,647
+4,542
+35% +$566K 0.08% 188
2024
Q4 		$1.71M Sell
13,105
-160
-1% -$20.8K 0.07% 200
2024
Q3 		$1.64M Hold
13,265
– – 0.07% 208
2024
Q2 		$1.51M Sell
13,265
-15
-0.1% -$1.73K 0.07% 211
2024
Q1 		$1.61M Buy
13,280
+450
+4% +$51.7K 0.07% 205
2023
Q4 		$1.49M Sell
12,830
-3,500
-21% -$355K 0.07% 206
2023
Q3 		$1.63M Sell
16,330
-550
-3% -$59.5K 0.07% 180
2023
Q2 		$1.84M Sell
16,880
-3,443
-17% -$362K 0.09% 175
2023
Q1 		$2.12M Sell
20,323
-2,050
-9% -$230K 0.11% 153
2022
Q4 		$2.41M Hold
22,373
– – 0.14% 133
2022
Q3 		$2.31M Sell
22,373
-530
-2% -$60.2K 0.15% 124
2022
Q2 		$2.38M Hold
22,903
– – 0.15% 128
2022
Q1 		$2.95M Hold
22,903
– – 0.16% 122
2021
Q4 		$3.2M Sell
22,903
-84
-0.4% -$12.2K 0.16% 119
2021
Q3 		$3.32M Buy
22,987
+2,775
+14% +$403K 0.19% 106
2021
Q2 		$3.08M Buy
20,212
+330
+2% +$48.9K 0.18% 109
2021
Q1 		$2.92M Buy
19,882
+200
+1% +$28.6K 0.18% 106
2020
Q4 		$2.33M Buy
19,682
+68
+0.3% +$7.19K 0.16% 130
2020
Q3 		$1.77M Buy
19,614
+300
+2% +$27.4K 0.14% 147
2020
Q2 		$1.69M Hold
19,314
– – 0.14% 148
2020
Q1 		$1.29M Buy
19,314
+1,916
+11% +$169K 0.13% 160
2019
Q4 		$1.73M Buy
17,398
+20
+0.1% +$1.85K 0.12% 162
2019
Q3 		$1.53M Buy
17,378
+3,670
+27% +$330K 0.11% 176
2019
Q2 		$1.28M Sell
13,708
-9,376
-41% -$869K 0.1% 202
2019
Q1 		$2.14M Buy
23,084
+12,823
+125% +$1.18M 0.09% 219
2018
Q4 		$846K Buy
10,261
+480
+5% +$44.6K 0.08% 227
2018
Q3 		$1.04M Buy
9,781
+2,500
+34% +$268K 0.08% 225
2018
Q2 		$769K Buy
+7,281
New +$744K 0.07% 252

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Texas Yale Capital Corp's IWC Position: Q1 2026 in Review

Texas Yale Capital Corp reduced its iShares Micro-Cap ETF (IWC) stake by 0.83% in Q1 2026, selling an estimated $24.9K and leaving 17,899 shares worth $2.86M. The position accounts for 0.08% of the portfolio, ranked #159.

Texas Yale Capital Corp first reported a position in IWC in Q2 2018 and has held it in 32 quarters since. The position peaked at $3.32M in Q3 2021. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Texas Yale Capital Corp held 17,899 shares of iShares Micro-Cap ETF worth $2.86M as of Q1 2026.
  • Texas Yale Capital Corp sold 150 iShares Micro-Cap ETF shares in Q1 2026, an estimated $24.9K.
  • iShares Micro-Cap ETF made up 0.08% of Texas Yale Capital Corp's portfolio in Q1 2026, its #159 holding.
  • Texas Yale Capital Corp first reported a position in iShares Micro-Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • Texas Yale Capital Corp's iShares Micro-Cap ETF position peaked at $3.32M in Q3 2021.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Texas Yale Capital Corp's 13F filing for Q1 2026, filed 4 May 2026.