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

MAI 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 		– Sell
-831
Closed -$133K – 3413
2026
Q1 		$133K Sell
831
-150
-15% -$24.9K ﹤0.01% 1693
2025
Q4 		$155K Buy
981
+300
+44% +$46.7K ﹤0.01% 1416
2025
Q3 		$102K Buy
681
+34
+5% +$4.72K ﹤0.01% 1565
2025
Q2 		$82.6K Buy
647
+176
+37% +$20.3K ﹤0.01% 1578
2025
Q1 		$52.2K Buy
471
+93
+25% +$11.6K ﹤0.01% 1723
2024
Q4 		$49.3K Buy
+378
New +$49.2K ﹤0.01% 1775

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

MAI Capital Management sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 831 shares — an estimated $133K sold.

MAI Capital Management first reported a position in IWC in Q4 2024 and held it in 6 quarters. The position peaked at $155K in Q4 2025. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • MAI Capital Management reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 831 iShares Micro-Cap ETF shares in Q2 2026, an estimated $133K.
  • MAI Capital Management first reported a position in iShares Micro-Cap ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's iShares Micro-Cap ETF position peaked at $155K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.