Acropolis Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $716K | Hold |
4,485
| – | – | 0.03% | 149 |
|
|
2025
Q4 | $707K | Sell |
4,485
-17
| -0.4% | -$2.64K | 0.03% | 150 |
|
|
2025
Q3 | $575K | Buy |
+4,502
| New | +$625K | 0.03% | 164 |
|
|
2025
Q2 | – | Sell |
-1,950
| Closed | -$216K | – | 273 |
|
|
2025
Q1 | $216K | Hold |
1,950
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $254K | Hold |
1,950
| – | – | 0.02% | 212 |
|
|
2024
Q3 | $240K | Hold |
1,950
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $222K | Sell |
1,950
-130
| -6% | -$15K | 0.01% | 210 |
|
|
2024
Q1 | $252K | Hold |
2,080
| – | – | 0.02% | 200 |
|
|
2023
Q4 | $241K | Sell |
2,080
-311
| -13% | -$31.5K | 0.02% | 198 |
|
|
2023
Q3 | $239K | Sell |
2,391
-130
| -5% | -$14.1K | 0.02% | 199 |
|
|
2023
Q2 | $276K | Sell |
2,521
-2,775
| -52% | -$291K | 0.02% | 179 |
|
|
2023
Q1 | $553K | Hold |
5,296
| – | – | 0.05% | 131 |
|
|
2022
Q4 | $571K | Sell |
5,296
-925
| -15% | -$101K | 0.05% | 115 |
|
|
2022
Q3 | $643K | Hold |
6,221
| – | – | 0.07% | 108 |
|
|
2022
Q2 | $647K | Sell |
6,221
-249
| -4% | -$28.7K | 0.06% | 109 |
|
|
2022
Q1 | $834K | Sell |
6,470
-630
| -9% | -$80.9K | 0.08% | 100 |
|
|
2021
Q4 | $992K | Sell |
7,100
-210
| -3% | -$30.5K | 0.09% | 87 |
|
|
2021
Q3 | $994K | Sell |
7,310
-128
| -2% | -$18.6K | 0.12% | 77 |
|
|
2021
Q2 | $1.14M | Sell |
7,438
-1,634
| -18% | -$242K | 0.11% | 74 |
|
|
2021
Q1 | $1.33M | Sell |
9,072
-3,638
| -29% | -$520K | 0.14% | 67 |
|
|
2020
Q4 | $1.51M | Sell |
12,710
-663
| -5% | -$70.1K | 0.17% | 52 |
|
|
2020
Q3 | $1.21M | Sell |
13,373
-4,947
| -27% | -$451K | 0.15% | 60 |
|
|
2020
Q2 | $1.6M | Sell |
18,320
-10,536
| -37% | -$824K | 0.21% | 39 |
|
|
2020
Q1 | $1.93M | Buy |
28,856
+13,970
| +94% | +$1.23M | 0.3% | 32 |
|
|
2019
Q4 | $1.48M | Sell |
14,886
-6
| -0% | -$555 | 0.21% | 48 |
|
|
2019
Q3 | $1.31M | Sell |
14,892
-535
| -3% | -$48.1K | 0.19% | 48 |
|
|
2019
Q2 | $1.44M | Sell |
15,427
-1,315
| -8% | -$122K | 0.22% | 46 |
|
|
2019
Q1 | $1.55M | Sell |
16,742
-440
| -3% | -$40.5K | 0.24% | 38 |
|
|
2018
Q4 | $1.42M | Buy |
17,182
+15,378
| +852% | +$1.43M | 0.25% | 38 |
|
|
2018
Q3 | $192K | Hold |
1,804
| – | – | 0.03% | 118 |
|
|
2018
Q2 | $190K | Hold |
1,804
| – | – | 0.03% | 117 |
|
|
2018
Q1 | $173K | Sell |
1,804
-74
| -4% | -$7.21K | 0.03% | 126 |
|
|
2017
Q4 | $180K | Buy |
1,878
+307
| +20% | +$29.1K | 0.03% | 123 |
|
|
2017
Q3 | $148K | Buy |
1,571
+285
| +22% | +$25.1K | 0.02% | 126 |
|
|
2017
Q2 | $114K | Buy |
1,286
+10
| +0.8% | +$862 | 0.02% | 140 |
|
|
2017
Q1 | $109K | Buy |
+1,276
| New | +$108K | 0.02% | 138 |
|
|
2016
Q1 | – | Sell |
-2,316
| Closed | -$167K | – | 130 |
|
|
2015
Q4 | $167K | Buy |
+2,316
| New | +$171K | 0.03% | 118 |
|
|
2014
Q3 | – | Sell |
-1,500
| Closed | -$114K | – | 147 |
|
|
2014
Q2 | $114K | Sell |
1,500
-5,090
| -77% | -$373K | 0.02% | 137 |
|
|
2014
Q1 | $509K | Buy |
+6,590
| New | +$506K | 0.1% | 81 |
|
|
2013
Q4 | – | Sell |
-6,590
| Closed | -$451K | – | 124 |
|
|
2013
Q3 | $451K | Sell |
6,590
-760
| -10% | -$50.2K | 0.09% | 86 |
|
|
2013
Q2 | $454K | Buy |
+7,350
| New | +$439K | 0.1% | 77 |
|
Other funds holding IWC
WT
WTC
EWM
CPIG