Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Sell |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $718K | Buy |
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|
2024
Q3 | $175K | Sell |
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|
2024
Q2 | $200K | Buy |
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|
2024
Q1 | $147K | Hold |
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|
2023
Q4 | $141K | Sell |
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|
2023
Q3 | $138K | Hold |
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|
2023
Q2 | $151K | Hold |
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|
2023
Q1 | $144K | Sell |
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|
2022
Q4 | $151K | Hold |
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|
2022
Q3 | $145K | Hold |
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|
2022
Q2 | $146K | Hold |
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|
2022
Q1 | $181K | Hold |
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|
2021
Q4 | $196K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $214K | Buy |
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|
2021
Q1 | $176K | Buy |
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|
2020
Q4 | $128K | Hold |
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|
2020
Q3 | $97K | Sell |
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|
2020
Q2 | $108K | Buy |
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|
2020
Q1 | $36K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1K | Buy |
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