William Allan Corp
IWC icon

William Allan Corp’s iShares Micro-Cap ETF IWC Stock Holding History

William Allan 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 		$255K Buy
1,379
+2
+0.1% +$387 0.13% 62
2026
Q2 		$275K Buy
1,377
+1
+0.1% +$183 0.13% 58
2026
Q1 		$220K Buy
1,376
+2
+0.1% +$332 0.13% 57
2025
Q4 		$217K Buy
+1,374
New +$214K 0.12% 57

Other funds holding IWC

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 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
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
TABR Capital Management
TABR Capital Management Orange, California $136M AUM 24.56% 1-Year Est. Return
Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors Princeton, New Jersey $398M AUM 22.72% 1-Year Est. Return

William Allan Corp's IWC Position: Q3 2026 in Review

William Allan Corp increased its iShares Micro-Cap ETF (IWC) stake by 0.15% in Q3 2026, buying an estimated $387 and bringing the position to 1,379 shares worth $255K. The position accounts for 0.13% of the portfolio, ranked #62.

William Allan Corp first reported a position in IWC in Q4 2025 and has held it in 4 quarters since. The position peaked at $275K in Q2 2026. 89 funds tracked by Wall St. Rank hold IWC as of Q3 2026.

  • William Allan Corp held 1,379 shares of iShares Micro-Cap ETF worth $255K as of Q3 2026.
  • William Allan Corp bought 2 iShares Micro-Cap ETF shares in Q3 2026, an estimated $387.
  • iShares Micro-Cap ETF made up 0.13% of William Allan Corp's portfolio in Q3 2026, its #62 holding.
  • William Allan Corp first reported a position in iShares Micro-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • William Allan Corp's iShares Micro-Cap ETF position peaked at $275K in Q2 2026.
  • 89 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.