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Mutual of America Capital Management’s iShares Micro-Cap ETF IWC Stock Holding History

Mutual of America Capital Management’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
2025
Q1 		– Sell
-35,083
Closed -$4.57M – 1428
2024
Q4 		$4.57M Sell
35,083
-31
-0.1% -$4.04K 0.05% 487
2024
Q3 		$4.33M Sell
35,114
-10,048
-22% -$1.21M 0.05% 538
2024
Q2 		$5.15M Sell
45,162
-1,954
-4% -$225K 0.06% 432
2024
Q1 		$5.71M Buy
47,116
+1,860
+4% +$214K 0.06% 406
2023
Q4 		$5.25M Buy
45,256
+12,882
+40% +$1.31M 0.06% 410
2023
Q3 		$3.24M Sell
32,374
-1,929
-6% -$209K 0.04% 633
2023
Q2 		$3.75M Sell
34,303
-2,621
-7% -$275K 0.04% 622
2023
Q1 		$3.86M Sell
36,924
-1,702
-4% -$191K 0.05% 604
2022
Q4 		$4.17M Buy
38,626
+17,915
+86% +$1.95M 0.05% 549
2022
Q3 		$2.14M Sell
20,711
-1,889
-8% -$215K 0.03% 817
2022
Q2 		$2.35M Sell
22,600
-169
-0.7% -$19.5K 0.03% 805
2022
Q1 		$2.93M Sell
22,769
-989
-4% -$127K 0.03% 801
2021
Q4 		$3.32M Sell
23,758
-222
-0.9% -$32.2K 0.03% 772
2021
Q3 		$3.46M Sell
23,980
-346
-1% -$50.3K 0.03% 721
2021
Q2 		$3.71M Sell
24,326
-1,050
-4% -$156K 0.04% 685
2021
Q1 		$3.73M Sell
25,376
-1,647
-6% -$235K 0.04% 679
2020
Q4 		$3.21M Sell
27,023
-593
-2% -$62.7K 0.04% 708
2020
Q3 		$2.5M Sell
27,616
-4,689
-15% -$428K 0.03% 713
2020
Q2 		$2.82M Buy
32,305
+4,423
+16% +$346K 0.04% 650
2020
Q1 		$1.87M Sell
27,882
-37,651
-57% -$3.33M 0.03% 739
2019
Q4 		$6.52M Sell
65,533
-453
-0.7% -$41.9K 0.08% 309
2019
Q3 		$5.82M Sell
65,986
-367
-0.6% -$33K 0.08% 324
2019
Q2 		$6.18M Sell
66,353
-507
-0.8% -$47K 0.09% 286
2019
Q1 		$6.2M Buy
66,860
+10,164
+18% +$937K 0.09% 277
2018
Q4 		$4.67M Buy
56,696
+16,650
+42% +$1.55M 0.08% 359
2018
Q3 		$4.26M Sell
40,046
-294
-0.7% -$31.5K 0.06% 498
2018
Q2 		$4.26M Buy
40,340
+23,000
+133% +$2.35M 0.06% 479
2018
Q1 		$1.67M Buy
+17,340
New +$1.69M 0.03% 931
2015
Q4 		– Sell
-17,948
Closed -$1.25M – 1252
2015
Q3 		$1.25M Sell
17,948
-14,800
-45% -$1.13M 0.03% 881
2015
Q2 		$2.67M Hold
32,748
– – 0.06% 543
2015
Q1 		$2.59M Sell
32,748
-1,840
-5% -$142K 0.06% 572
2014
Q4 		$2.66M Sell
34,588
-2,412
-7% -$175K 0.06% 540
2014
Q3 		$2.57M Hold
37,000
– – 0.06% 518
2014
Q2 		$2.82M Sell
37,000
-9,179
-20% -$672K 0.07% 494
2014
Q1 		$3.57M Sell
46,179
-6,800
-13% -$522K 0.09% 355
2013
Q4 		$3.98M Buy
52,979
+7,216
+16% +$513K 0.1% 283
2013
Q3 		$3.13M Buy
45,763
+1,157
+3% +$76.4K 0.09% 359
2013
Q2 		$2.75M Buy
+44,606
New +$2.66M 0.08% 377

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $5B AUM 26.84% 1-Year Est. Return

Mutual of America Capital Management's IWC Position: Q1 2025 in Review

Mutual of America Capital Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2025, closing a stake of 35,083 shares — an estimated $4.57M sold.

Mutual of America Capital Management first reported a position in IWC in Q2 2013 and held it in 38 quarters. The position peaked at $6.52M in Q4 2019. 209 funds tracked by Wall St. Rank hold IWC as of Q1 2025.

  • Mutual of America Capital Management reported no remaining iShares Micro-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Mutual of America Capital Management sold 35,083 iShares Micro-Cap ETF shares in Q1 2025, an estimated $4.57M.
  • Mutual of America Capital Management first reported a position in iShares Micro-Cap ETF in Q2 2013 and held it in 38 quarters.
  • Mutual of America Capital Management's iShares Micro-Cap ETF position peaked at $6.52M in Q4 2019.
  • 209 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2025.

Based on Mutual of America Capital Management's 13F filing for Q1 2025, filed 1 May 2025.