MKW
IWC icon

Mullaney, Keating & Wright’s iShares Micro-Cap ETF IWC Stock Holding History

Mullaney, Keating & Wright’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 		$581K Buy
2,904
+198
+7% +$36.2K 0.28% 40
2026
Q1 		$432K Buy
2,706
+810
+43% +$134K 0.23% 46
2025
Q4 		$299K Buy
+1,896
New +$295K 0.16% 55

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

Mullaney, Keating & Wright's IWC Position: Q2 2026 in Review

Mullaney, Keating & Wright increased its iShares Micro-Cap ETF (IWC) stake by 7.3% in Q2 2026, buying an estimated $36.2K and bringing the position to 2,904 shares worth $581K. The position accounts for 0.28% of the portfolio, ranked #40.

Mullaney, Keating & Wright first reported a position in IWC in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Mullaney, Keating & Wright held 2,904 shares of iShares Micro-Cap ETF worth $581K as of Q2 2026.
  • Mullaney, Keating & Wright bought 198 iShares Micro-Cap ETF shares in Q2 2026, an estimated $36.2K.
  • iShares Micro-Cap ETF made up 0.28% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #40 holding.
  • Mullaney, Keating & Wright first reported a position in iShares Micro-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.