Tilson Financial Group
IWC icon

Tilson Financial Group’s iShares Micro-Cap ETF IWC Stock Holding History

Tilson Financial Group’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 		$295K Buy
1,598
+3
+0.2% +$580 0.08% 82
2026
Q2 		$319K Sell
1,595
-278
-15% -$50.9K 0.09% 70
2026
Q1 		$299K Buy
1,873
+2
+0.1% +$332 0.09% 70
2025
Q4 		$295K Buy
1,871
+5
+0.3% +$778 0.09% 71
2025
Q3 		$278K Buy
1,866
+3
+0.2% +$416 0.09% 68
2025
Q2 		$238K Buy
1,863
+3
+0.2% +$347 0.09% 65
2025
Q1 		$206K Buy
1,860
+1
+0.1% +$125 0.08% 70
2024
Q4 		$242K Hold
1,859
– – 0.1% 63
2024
Q3 		$229K Buy
+1,859
New +$225K 0.1% 69
2024
Q2 		– Sell
-2,110
Closed -$256K – 49
2024
Q1 		$256K Hold
2,110
– – 0.14% 62
2023
Q4 		$245K Hold
2,110
– – 0.16% 58
2023
Q3 		$211K Buy
+2,110
New +$228K 0.17% 59
2023
Q2 		– Sell
-2,110
Closed -$221K – 40
2023
Q1 		$221K Hold
2,110
– – 0.18% 57
2022
Q4 		$228K Buy
+2,110
New +$230K 0.19% 55

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Tilson Financial Group's IWC Position: Q3 2026 in Review

Tilson Financial Group increased its iShares Micro-Cap ETF (IWC) stake by 0.19% in Q3 2026, buying an estimated $580 and bringing the position to 1,598 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #82.

Tilson Financial Group first reported a position in IWC in Q4 2022 and has held it in 14 quarters since. The position peaked at $319K in Q2 2026. 153 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • Tilson Financial Group held 1,598 shares of iShares Micro-Cap ETF worth $295K as of Q3 2026.
  • Tilson Financial Group bought 3 iShares Micro-Cap ETF shares in Q3 2026, an estimated $580.
  • iShares Micro-Cap ETF made up 0.08% of Tilson Financial Group's portfolio in Q3 2026, its #82 holding.
  • Tilson Financial Group first reported a position in iShares Micro-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Tilson Financial Group's iShares Micro-Cap ETF position peaked at $319K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on Tilson Financial Group's 13F filing for Q3 2026, filed 9 Nov 2026.