MML Investors Services
IWC icon

MML Investors Services’s iShares Micro-Cap ETF IWC Stock Holding History

MML Investors Services’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 		$490K Sell
3,069
-3,251
-51% -$539K ﹤0.01% 2231
2025
Q4 		$997K Buy
6,320
+2,819
+81% +$439K ﹤0.01% 1802
2025
Q3 		$522K Sell
3,501
-1,443
-29% -$200K ﹤0.01% 2147
2025
Q2 		$631K Buy
4,944
+2,312
+88% +$267K ﹤0.01% 1946
2025
Q1 		$292K Buy
2,632
+92
+4% +$11.5K ﹤0.01% 2328
2024
Q4 		$331K Buy
+2,540
New +$331K ﹤0.01% 2197
2024
Q1 		– Sell
-2,420
Closed -$281K – 2527
2023
Q4 		$281K Buy
2,420
+71
+3% +$7.2K ﹤0.01% 2083
2023
Q3 		$235K Sell
2,349
-145
-6% -$15.7K ﹤0.01% 2065
2023
Q2 		$273K Sell
2,494
-4,039
-62% -$424K ﹤0.01% 1991
2023
Q1 		$683K Buy
6,533
+3,470
+113% +$389K ﹤0.01% 1256
2022
Q4 		$330K Buy
3,063
+506
+20% +$55.1K ﹤0.01% 1714
2022
Q3 		$264K Buy
2,557
+227
+10% +$25.8K ﹤0.01% 1762
2022
Q2 		$242K Buy
2,330
+52
+2% +$5.99K ﹤0.01% 1796
2022
Q1 		$294K Sell
2,278
-935
-29% -$120K ﹤0.01% 1740
2021
Q4 		$449K Sell
3,213
-10,067
-76% -$1.46M ﹤0.01% 1477
2021
Q3 		$1.92M Buy
13,280
+789
+6% +$115K 0.02% 743
2021
Q2 		$1.91M Buy
12,491
+2,400
+24% +$356K 0.02% 730
2021
Q1 		$1.48M Buy
+10,091
New +$1.44M 0.01% 758
2019
Q4 		– Sell
-5,833
Closed -$514K – 1530
2019
Q3 		$514K Sell
5,833
-936
-14% -$84.1K 0.01% 928
2019
Q2 		$631K Sell
6,769
-1,292
-16% -$120K 0.01% 917
2019
Q1 		$748K Buy
8,061
+746
+10% +$68.7K 0.01% 826
2018
Q4 		$603K Buy
7,315
+1,400
+24% +$130K 0.01% 816
2018
Q3 		$629K Buy
5,915
+1,251
+27% +$134K 0.01% 887
2018
Q2 		$493K Buy
4,664
+968
+26% +$98.9K 0.01% 852
2018
Q1 		$355K Sell
3,696
-933
-20% -$90.9K 0.01% 998
2017
Q4 		$443K Buy
4,629
+148
+3% +$14K 0.01% 894
2017
Q3 		$423K Buy
4,481
+476
+12% +$42K 0.01% 853
2017
Q2 		$356K Buy
+4,005
New +$345K 0.01% 905

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

MML Investors Services's IWC Position: Q1 2026 in Review

MML Investors Services reduced its iShares Micro-Cap ETF (IWC) stake by 51% in Q1 2026, selling an estimated $539K and leaving 3,069 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #2231.

MML Investors Services first reported a position in IWC in Q2 2017 and has held it in 28 quarters since. The position peaked at $1.92M in Q3 2021. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • MML Investors Services held 3,069 shares of iShares Micro-Cap ETF worth $490K as of Q1 2026.
  • MML Investors Services sold 3,251 iShares Micro-Cap ETF shares in Q1 2026, an estimated $539K.
  • iShares Micro-Cap ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2231 holding.
  • MML Investors Services first reported a position in iShares Micro-Cap ETF in Q2 2017 and has held it in 28 quarters since.
  • MML Investors Services's iShares Micro-Cap ETF position peaked at $1.92M in Q3 2021.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.