AE Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-315
| Closed | -$34.9K | – | 2205 |
|
|
2025
Q1 | $34.9K | Buy |
+315
| New | +$34.9K | ﹤0.01% | 1635 |
|
|
2020
Q1 | – | Sell |
-5,149
| Closed | -$512K | – | 1191 |
|
|
2019
Q4 | $512K | Sell |
5,149
-2,073
| -29% | -$206K | 0.01% | 729 |
|
|
2019
Q3 | $637K | Buy |
7,222
+121
| +2% | +$10.7K | 0.02% | 560 |
|
|
2019
Q2 | $662K | Buy |
+7,101
| New | +$662K | 0.02% | 513 |
|
|
2018
Q3 | – | Sell |
-3,549
| Closed | -$375K | – | 606 |
|
|
2018
Q2 | $375K | Sell |
3,549
-1,253
| -26% | -$132K | 0.03% | 298 |
|
|
2018
Q1 | $461K | Buy |
4,802
+1,255
| +35% | +$120K | 0.04% | 263 |
|
|
2017
Q4 | $339K | Buy |
+3,547
| New | +$339K | 0.03% | 293 |
|