Mariner
IWC icon

Mariner’s iShares Micro-Cap ETF IWC Stock Holding History

Mariner’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 		$1.11M Buy
6,953
+34
+0.5% +$5.64K ﹤0.01% 1890
2025
Q4 		$1.09M Sell
6,919
-952
-12% -$148K ﹤0.01% 1889
2025
Q3 		$1.17M Buy
7,871
+371
+5% +$51.5K ﹤0.01% 1784
2025
Q2 		$958K Sell
7,500
-178
-2% -$20.6K ﹤0.01% 1820
2025
Q1 		$852K Buy
7,678
+132
+2% +$16.4K ﹤0.01% 1806
2024
Q4 		$984K Sell
7,546
-181
-2% -$23.6K ﹤0.01% 1657
2024
Q3 		$953K Sell
7,727
-342
-4% -$41.3K ﹤0.01% 1644
2024
Q2 		$920K Buy
8,069
+711
+10% +$82K ﹤0.01% 1561
2024
Q1 		$892K Buy
7,358
+83
+1% +$9.54K ﹤0.01% 1586
2023
Q4 		$844K Sell
7,275
-3,011
-29% -$305K ﹤0.01% 1551
2023
Q3 		$1.03M Sell
10,286
-1,123
-10% -$121K ﹤0.01% 1303
2023
Q2 		$1.25M Sell
11,409
-2,337
-17% -$245K ﹤0.01% 1180
2023
Q1 		$1.44M Buy
13,746
+820
+6% +$92K ﹤0.01% 1105
2022
Q4 		$1.39M Sell
12,926
-1,726
-12% -$188K ﹤0.01% 1086
2022
Q3 		$1.51M Buy
14,652
+1,331
+10% +$151K 0.01% 881
2022
Q2 		$1.39M Sell
13,321
-91
-0.7% -$10.5K 0.01% 813
2022
Q1 		$1.73M Buy
13,412
+1,121
+9% +$144K 0.01% 762
2021
Q4 		$1.72M Buy
12,291
+581
+5% +$84.3K 0.01% 693
2021
Q3 		$1.69M Buy
+11,710
New +$1.7M 0.01% 571
2016
Q4 		– Sell
-50
Closed -$4K – 685
2016
Q3 		$4K Buy
+50
New +$3.75K ﹤0.01% 767

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
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

Mariner's IWC Position: Q1 2026 in Review

Mariner increased its iShares Micro-Cap ETF (IWC) stake by 0.49% in Q1 2026, buying an estimated $5.64K and bringing the position to 6,953 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Mariner first reported a position in IWC in Q3 2016 and has held it in 20 quarters since. The position peaked at $1.73M in Q1 2022. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Mariner held 6,953 shares of iShares Micro-Cap ETF worth $1.11M as of Q1 2026.
  • Mariner bought 34 iShares Micro-Cap ETF shares in Q1 2026, an estimated $5.64K.
  • iShares Micro-Cap ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1890 holding.
  • Mariner first reported a position in iShares Micro-Cap ETF in Q3 2016 and has held it in 20 quarters since.
  • Mariner's iShares Micro-Cap ETF position peaked at $1.73M in Q1 2022.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.