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Mutual Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Mutual Advisors’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 		$705K Buy
4,414
+930
+27% +$154K 0.02% 724
2025
Q4 		$549K Buy
3,484
+1,316
+61% +$205K 0.01% 832
2025
Q3 		$337K Buy
+2,168
New +$301K 0.01% 1018
2025
Q1 		– Sell
-2,220
Closed -$287K – 1131
2024
Q4 		$287K Buy
2,220
+1
+0% +$130 0.01% 891
2024
Q3 		$277K Buy
+2,219
New +$268K 0.01% 933
2024
Q2 		– Sell
-2,261
Closed -$274K – 1121
2024
Q1 		$274K Sell
2,261
-33
-1% -$3.79K 0.01% 900
2023
Q4 		$266K Buy
2,294
+205
+10% +$20.8K 0.01% 857
2023
Q3 		$209K Sell
2,089
-11
-0.5% -$1.19K 0.01% 906
2023
Q2 		$230K Buy
2,100
+37
+2% +$3.89K 0.01% 900
2023
Q1 		$216K Buy
2,063
+78
+4% +$8.75K 0.01% 901
2022
Q4 		$214K Buy
+1,985
New +$216K 0.01% 853
2020
Q1 		– Sell
-4,999
Closed -$497K – 608
2019
Q4 		$497K Buy
+4,999
New +$462K 0.05% 342

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

Mutual Advisors's IWC Position: Q1 2026 in Review

Mutual Advisors increased its iShares Micro-Cap ETF (IWC) stake by 27% in Q1 2026, buying an estimated $154K and bringing the position to 4,414 shares worth $705K. The position accounts for 0.02% of the portfolio, ranked #724.

Mutual Advisors first reported a position in IWC in Q4 2019 and has held it in 12 quarters since. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Mutual Advisors held 4,414 shares of iShares Micro-Cap ETF worth $705K as of Q1 2026.
  • Mutual Advisors bought 930 iShares Micro-Cap ETF shares in Q1 2026, an estimated $154K.
  • iShares Micro-Cap ETF made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #724 holding.
  • Mutual Advisors first reported a position in iShares Micro-Cap ETF in Q4 2019 and has held it in 12 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.