Murray Stahl's IWC Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 690 shares of iShares Micro-Cap ETF (IWC) worth $110,131, representing 0.00% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Murray Stahl has maintained a strategic position in IWC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 1,720 shares. Largest reduction occurred in Q4 2022, reducing 1,974 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's iShares Micro-Cap ETF (IWC) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Micro-Cap ETF (IWC) Trades by Murray Stahl
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +690 | New Buy | 690 | $159.61 |
| Q2 2024 | -1,720 | Sold Out | 0 | $0.00 |
| Q1 2024 | +1,720 | New Buy | 1,720 | $121.16 |
| Q4 2022 | -1,974 | Sold Out | 0 | $0.00 |
| Q3 2022 | -55 | Reduce 2.71% | 1,974 | $103.34 |
| Q1 2022 | -17 | Reduce 0.83% | 2,029 | $128.63 |
| Q4 2021 | -223 | Reduce 9.83% | 2,046 | $139.78 |
| Q2 2021 | -53 | Reduce 2.28% | 2,269 | $152.49 |
| Q1 2021 | -137 | Reduce 5.57% | 2,322 | $146.86 |
| Q4 2020 | -594 | Reduce 19.46% | 2,459 | $118.75 |
| Q3 2020 | -39 | Reduce 1.26% | 3,053 | $90.40 |
| Q2 2020 | -646 | Reduce 17.28% | 3,092 | $87.32 |
| Q1 2020 | -210 | Reduce 5.32% | 3,738 | $67.15 |
| Q4 2019 | -257 | Reduce 6.11% | 3,948 | $99.54 |
| Q3 2019 | -520 | Reduce 11.01% | 4,205 | $88.23 |
| Q2 2019 | -187 | Reduce 3.81% | 4,725 | $93.12 |
| Q1 2019 | -542 | Reduce 9.94% | 4,912 | $92.83 |
| Q4 2018 | -184 | Reduce 3.26% | 5,454 | $82.51 |
| Q3 2018 | -82 | Reduce 1.43% | 5,638 | $106.24 |
| Q2 2018 | -112 | Reduce 1.92% | 5,720 | $105.59 |
| Q1 2018 | -206 | Reduce 3.41% | 5,832 | $96.02 |
| Q4 2017 | +43 | Add 0.72% | 6,038 | $95.73 |
| Q3 2017 | -386 | Reduce 6.05% | 5,995 | $94.41 |
| Q2 2017 | -271 | Reduce 4.07% | 6,381 | $88.86 |
| Q1 2017 | -181 | Reduce 2.65% | 6,652 | $85.69 |
| Q4 2016 | -75 | Reduce 1.09% | 6,833 | $85.91 |
| Q3 2016 | -47 | Reduce 0.68% | 6,908 | $78.03 |
| Q2 2016 | +6,955 | New Buy | 6,955 | $70.74 |
Murray Stahl's iShares Micro-Cap ETF Investment FAQs
Murray Stahl first purchased iShares Micro-Cap ETF (IWC) in Q2 2016, acquiring 6,955 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held iShares Micro-Cap ETF (IWC) for 30 quarters since Q2 2016.
Murray Stahl's largest addition to iShares Micro-Cap ETF (IWC) was in Q2 2016, adding 6,955 shares worth $492,000.
According to the latest 13F filing for Q1 2026, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 690 shares of iShares Micro-Cap ETF (IWC), valued at approximately $110,131.
As of the Q1 2026 filing, iShares Micro-Cap ETF (IWC) represents approximately 0.00% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings.
Murray Stahl's peak holding in iShares Micro-Cap ETF (IWC) was 6,955 shares, as reported at the end of Q2 2016.