Corient Private Wealth
IWC icon

Corient Private Wealth’s iShares Micro-Cap ETF IWC Stock Holding History

Corient Private Wealth’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 		$27.5M Sell
172,025
-183,323
-52% -$30.4M 0.04% 337
2025
Q4 		$56M Buy
355,348
+205,442
+137% +$32M 0.04% 336
2025
Q3 		$22.3M Sell
149,906
-34,915
-19% -$4.84M 0.04% 373
2025
Q2 		$23.6M Sell
184,821
-38,816
-17% -$4.49M 0.03% 362
2025
Q1 		$24.8M Sell
223,637
-4,064
-2% -$506K 0.04% 355
2024
Q4 		$29.7M Sell
227,701
-11,794
-5% -$1.54M 0.05% 313
2024
Q3 		$29.5M Buy
239,495
+7,379
+3% +$892K 0.05% 345
2024
Q2 		$26.5M Sell
232,116
-4
-0% -$461 0.05% 337
2024
Q1 		$28.1M Sell
232,120
-5,038
-2% -$579K 0.05% 325
2023
Q4 		$27.5M Buy
237,158
+2,961
+1% +$300K 0.05% 326
2023
Q3 		$23.4M Sell
234,197
-4,592
-2% -$496K 0.05% 314
2023
Q2 		$26.1M Sell
238,789
-33,657
-12% -$3.53M 0.06% 289
2023
Q1 		$28.5M Buy
272,446
+203
+0.1% +$22.8K 0.08% 249
2022
Q4 		$29.4M Buy
+272,243
New +$29.6M 0.11% 204

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
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
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

Corient Private Wealth's IWC Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Micro-Cap ETF (IWC) stake by 52% in Q1 2026, selling an estimated $30.4M and leaving 172,025 shares worth $27.5M. The position accounts for 0.04% of the portfolio, ranked #337.

Corient Private Wealth first reported a position in IWC in Q4 2022 and has held it in 14 quarters since. The position peaked at $56M in Q4 2025. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Corient Private Wealth held 172,025 shares of iShares Micro-Cap ETF worth $27.5M as of Q1 2026.
  • Corient Private Wealth sold 183,323 iShares Micro-Cap ETF shares in Q1 2026, an estimated $30.4M.
  • iShares Micro-Cap ETF made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #337 holding.
  • Corient Private Wealth first reported a position in iShares Micro-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Micro-Cap ETF position peaked at $56M in Q4 2025.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.