MassMutual Private Wealth & Trust’s iShares Micro-Cap ETF IWC Stock Holding History

MassMutual Private Wealth & Trust’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	-100	Closed	-$16K	–	2450
2026 Q1	$16K	Buy	+100	New	+$16.6K	﹤0.01%	1177
2025 Q1	–	Sell	-85	Closed	-$11.1K	–	2419
2024 Q4	$11.1K	Hold	85	–	–	﹤0.01%	1220
2024 Q3	$10.5K	Hold	85	–	–	﹤0.01%	1119
2024 Q2	$9.69K	Hold	85	–	–	﹤0.01%	1103
2024 Q1	$10.3K	Buy	+85	New	+$9.77K	﹤0.01%	1034

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

MassMutual Private Wealth & Trust's IWC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 100 shares — an estimated $16K sold.

MassMutual Private Wealth & Trust first reported a position in IWC in Q1 2024 and held it in 5 quarters. The position peaked at $16K in Q1 2026. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

MassMutual Private Wealth & Trust reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 100 iShares Micro-Cap ETF shares in Q2 2026, an estimated $16K.
MassMutual Private Wealth & Trust first reported a position in iShares Micro-Cap ETF in Q1 2024 and held it in 5 quarters.
MassMutual Private Wealth & Trust's iShares Micro-Cap ETF position peaked at $16K in Q1 2026.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.