CI Investments Inc
IWC icon

CI Investments Inc’s iShares Micro-Cap ETF IWC Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-186
Closed -$28K – 954
2025
Q3 		$28K Hold
186
– – ﹤0.01% 1117
2025
Q2 		$24K Sell
186
-7
-4% -$809 ﹤0.01% 1144
2025
Q1 		$21K Sell
193
-7
-4% -$872 ﹤0.01% 1156
2024
Q4 		$26K Hold
200
– – ﹤0.01% 1130
2024
Q3 		$25K Sell
200
-8,704
-98% -$1.05M ﹤0.01% 1082
2024
Q2 		$1.01M Sell
8,904
-342
-4% -$39.4K ﹤0.01% 392
2024
Q1 		$1.12M Hold
9,246
– – ﹤0.01% 382
2023
Q4 		$1.07M Hold
9,246
– – 0.01% 360
2023
Q3 		$926K Sell
9,246
-342
-4% -$37K 0.01% 370
2023
Q2 		$1.05M Hold
9,588
– – 0.01% 370
2023
Q1 		$1M Sell
9,588
-342
-3% -$38.4K 0.01% 371
2022
Q4 		$1.07M Hold
9,930
– – 0.01% 364
2022
Q3 		$1.03M Sell
9,930
-342
-3% -$38.9K 0.01% 375
2022
Q2 		$1.07M Buy
10,272
+342
+3% +$39.4K 0.01% 377
2022
Q1 		$1.28M Buy
9,930
+342
+4% +$43.9K ﹤0.01% 412
2021
Q4 		$1.34M Sell
9,588
-342
-3% -$49.6K ﹤0.01% 416
2021
Q3 		$1.43M Sell
9,930
-1,026
-9% -$149K 0.01% 418
2021
Q2 		$1.67M Sell
10,956
-342
-3% -$50.7K 0.01% 417
2021
Q1 		$1.66M Sell
11,298
-2,782
-20% -$397K 0.01% 353
2020
Q4 		$1.67M Sell
14,080
-908
-6% -$96K 0.01% 349
2020
Q3 		$1.36M Buy
+14,988
New +$1.37M 0.01% 339

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
TCM
TABR Capital Management Orange, California $109M AUM 19.44% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

CI Investments Inc's IWC Position: Q4 2025 in Review

CI Investments Inc sold out of iShares Micro-Cap ETF (IWC) in Q4 2025, closing a stake of 186 shares — an estimated $28K sold.

CI Investments Inc first reported a position in IWC in Q3 2020 and held it in 21 quarters. The position peaked at $1.67M in Q2 2021. 258 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

  • CI Investments Inc reported no remaining iShares Micro-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 186 iShares Micro-Cap ETF shares in Q4 2025, an estimated $28K.
  • CI Investments Inc first reported a position in iShares Micro-Cap ETF in Q3 2020 and held it in 21 quarters.
  • CI Investments Inc's iShares Micro-Cap ETF position peaked at $1.67M in Q2 2021.
  • 258 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.