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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
Q2 		– Sell
-4,414
Closed -$705K – 1430
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 $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

Mutual Advisors's IWC Position: Q2 2026 in Review

Mutual Advisors sold out of iShares Micro-Cap ETF (IWC) in Q2 2026, closing a stake of 4,414 shares — an estimated $705K sold.

Mutual Advisors first reported a position in IWC in Q4 2019 and held it in 12 quarters. The position peaked at $705K in Q1 2026. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

  • Mutual Advisors reported no remaining iShares Micro-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Mutual Advisors sold 4,414 iShares Micro-Cap ETF shares in Q2 2026, an estimated $705K.
  • Mutual Advisors first reported a position in iShares Micro-Cap ETF in Q4 2019 and held it in 12 quarters.
  • Mutual Advisors's iShares Micro-Cap ETF position peaked at $705K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.