RAFFA WEALTH MANAGEMENT, LLC’s iShares Micro-Cap ETF IWC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$33.6K	Hold	168	–	–	﹤0.01%	212
2026 Q1	$26.8K	Hold	168	–	–	﹤0.01%	229
2025 Q4	$26.5K	Hold	168	–	–	﹤0.01%	230
2025 Q3	$25K	Hold	168	–	–	﹤0.01%	230
2025 Q2	$21.4K	Hold	168	–	–	﹤0.01%	265
2025 Q1	$18.6K	Hold	168	–	–	﹤0.01%	233
2024 Q4	$21.9K	Hold	168	–	–	0.01%	224
2024 Q3	$20.7K	Hold	168	–	–	0.01%	219
2024 Q2	$19.1K	Hold	168	–	–	0.01%	332
2024 Q1	$20.3K	Hold	168	–	–	0.01%	309
2023 Q4	$19.5K	Hold	168	–	–	0.01%	208
2023 Q3	$16.8K	Hold	168	–	–	0.01%	213
2023 Q2	$18.3K	Hold	168	–	–	0.01%	209
2023 Q1	$17.5K	Hold	168	–	–	0.01%	229
2022 Q4	$18.1K	Hold	168	–	–	0.01%	214
2022 Q3	$17.4K	Hold	168	–	–	0.01%	218
2022 Q2	$17.4K	Hold	168	–	–	0.01%	220
2022 Q1	$21.6K	Hold	168	–	–	0.01%	205
2021 Q4	$23.4K	Hold	168	–	–	0.01%	204
2021 Q3	$24.2K	Hold	168	–	–	0.01%	176
2021 Q2	$25.6K	Hold	168	–	–	0.01%	179
2021 Q1	$24.6K	Hold	168	–	–	0.01%	180
2020 Q4	$19.9K	Buy	168 +1	+0.6%	+$106	0.01%	186
2020 Q3	$15.1K	Hold	167	–	–	0.01%	200
2020 Q2	$14.5K	Buy	167 +2	+1%	+$156	0.01%	197
2020 Q1	$11.1K	Hold	165	–	–	﹤0.01%	198
2019 Q4	$16.5K	Buy	165 +1	+0.6%	+$92	0.01%	203
2019 Q3	$14.5K	Buy	+164	New	+$14.7K	0.01%	208
2019 Q2	–	Sell	-164	Closed	-$15.2K	–	1058
2019 Q1	$15.2K	Buy	164 +1	+0.6%	+$92	0.01%	166
2018 Q4	$13.5K	Hold	163	–	–	0.01%	192
2018 Q3	$17.3K	Buy	163 +1	+0.6%	+$107	0.01%	190
2018 Q2	$17.1K	Hold	162	–	–	0.01%	179
2018 Q1	$15.6K	Hold	162	–	–	0.01%	181
2017 Q4	$15.5K	Buy	162 +1	+0.6%	+$95	0.01%	178
2017 Q3	$15.2K	Buy	161 +1	+0.6%	+$88	0.01%	181
2017 Q2	$14.3K	Hold	160	–	–	0.01%	180
2017 Q1	$13.7K	Hold	160	–	–	0.01%	159
2016 Q4	$13.7K	Buy	160 +1	+0.6%	+$80	0.01%	161
2016 Q3	$12.4K	Hold	159	–	–	0.01%	161
2016 Q2	$11.2K	Hold	159	–	–	0.01%	163
2016 Q1	$10.8K	Buy	159 +2	+1%	+$129	0.01%	174
2015 Q4	$11.3K	Hold	157	–	–	0.01%	166
2015 Q3	$10.9K	Buy	157 +1	+0.6%	+$76	0.01%	165
2015 Q2	$12.7K	Hold	156	–	–	0.01%	154
2015 Q1	$12.3K	Buy	156 +1	+0.6%	+$77	0.01%	134
2014 Q4	$11.9K	Hold	155	–	–	0.01%	132
2014 Q3	$10.8K	Buy	155 +1	+0.6%	+$73	0.01%	137
2014 Q2	$11.7K	Hold	154	–	–	0.01%	127
2014 Q1	$11.9K	Sell	154 -1	-0.6%	-$77	0.01%	124
2013 Q4	$11.9K	Buy	+155	New	+$11K	0.01%	132

Other funds holding IWC

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

FRA

Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IWC Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 168 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IWC in Q4 2013 and has held it in 50 quarters since. 81 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 168 shares of iShares Micro-Cap ETF worth $33.6K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #212 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Micro-Cap ETF in Q4 2013 and has held it in 50 quarters since.
81 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.