M1 Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

M1 Capital 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 Q2	$2.58M	Sell	12,909 -1,647	-11%	-$302K	0.95%	32
2026 Q1	$2.32M	Sell	14,556 -753	-5%	-$125K	1.07%	30
2025 Q4	$2.41M	Sell	15,309 -1,061	-6%	-$165K	1.01%	30
2025 Q3	$2.44M	Sell	16,370 -1,060	-6%	-$147K	1.05%	30
2025 Q2	$2.23M	Buy	+17,430	New	+$2.02M	1.12%	27
2025 Q1	–	Sell	-10,060	Closed	-$1.31M	–	96
2024 Q4	$1.31M	Buy	+10,060	New	+$1.31M	0.71%	27

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

M1 Capital Management's IWC Position: Q2 2026 in Review

M1 Capital Management reduced its iShares Micro-Cap ETF (IWC) stake by 11% in Q2 2026, selling an estimated $302K and leaving 12,909 shares worth $2.58M. The position accounts for 0.95% of the portfolio, ranked #32.

M1 Capital Management first reported a position in IWC in Q4 2024 and has held it in 6 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

M1 Capital Management held 12,909 shares of iShares Micro-Cap ETF worth $2.58M as of Q2 2026.
M1 Capital Management sold 1,647 iShares Micro-Cap ETF shares in Q2 2026, an estimated $302K.
iShares Micro-Cap ETF made up 0.95% of M1 Capital Management's portfolio in Q2 2026, its #32 holding.
M1 Capital Management first reported a position in iShares Micro-Cap ETF in Q4 2024 and has held it in 6 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.