1832 Asset Management
IWC icon

1832 Asset Management’s iShares Micro-Cap ETF IWC Stock Holding History

1832 Asset Management’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 		$71.3M Sell
446,926
-5,830
-1% -$967K 0.07% 193
2025
Q4 		$71.4M Sell
452,756
-15,605
-3% -$2.43M 0.05% 198
2025
Q3 		$69.8M Sell
468,361
-73,560
-14% -$10.2M 0.06% 170
2025
Q2 		$69.2M Sell
541,921
-3,969
-0.7% -$459K 0.05% 169
2025
Q1 		$60.5M Buy
545,890
+61,661
+13% +$7.68M 0.06% 170
2024
Q4 		$63.1M Sell
484,229
-52,913
-10% -$6.89M 0.05% 165
2024
Q3 		$66.2M Sell
537,142
-19,862
-4% -$2.4M 0.05% 180
2024
Q2 		$63.5M Buy
557,004
+20,426
+4% +$2.35M 0.05% 169
2024
Q1 		$65M Sell
536,578
-22,698
-4% -$2.61M 0.04% 159
2023
Q4 		$64.9M Sell
559,276
-23,675
-4% -$2.4M 0.09% 157
2023
Q3 		$58.4M Buy
582,951
+37,297
+7% +$4.03M 0.08% 152
2023
Q2 		$59.6M Buy
545,654
+2,807
+0.5% +$295K 0.07% 164
2023
Q1 		$56.7M Buy
542,847
+7,045
+1% +$791K 0.08% 172
2022
Q4 		$57.8M Buy
535,802
+8,835
+2% +$962K 0.1% 173
2022
Q3 		$54.5M Sell
526,967
-33,433
-6% -$3.8M 0.1% 179
2022
Q2 		$58.3M Buy
560,400
+16,308
+3% +$1.88M 0.1% 169
2022
Q1 		$69.1M Buy
+544,092
New +$69.9M 0.1% 173

Other funds holding IWC

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

1832 Asset Management's IWC Position: Q1 2026 in Review

1832 Asset Management reduced its iShares Micro-Cap ETF (IWC) stake by 1.3% in Q1 2026, selling an estimated $967K and leaving 446,926 shares worth $71.3M. The position accounts for 0.07% of the portfolio, ranked #193.

1832 Asset Management first reported a position in IWC in Q1 2022 and has held it in 17 quarters since. The position peaked at $71.4M in Q4 2025. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • 1832 Asset Management held 446,926 shares of iShares Micro-Cap ETF worth $71.3M as of Q1 2026.
  • 1832 Asset Management sold 5,830 iShares Micro-Cap ETF shares in Q1 2026, an estimated $967K.
  • iShares Micro-Cap ETF made up 0.07% of 1832 Asset Management's portfolio in Q1 2026, its #193 holding.
  • 1832 Asset Management first reported a position in iShares Micro-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • 1832 Asset Management's iShares Micro-Cap ETF position peaked at $71.4M in Q4 2025.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.