Angeles 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 | $121K | Hold |
944
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $105K | Sell |
944
-235
| -20% | -$26.1K | 0.01% | 307 |
|
|
2024
Q4 | $154K | Hold |
1,179
| – | – | 0.01% | 303 |
|
|
2024
Q3 | $145K | Hold |
1,179
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $134K | Hold |
1,179
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $143K | Hold |
1,179
| – | – | 0.01% | 234 |
|
|
2023
Q4 | $137K | Hold |
1,179
| – | – | 0.02% | 205 |
|
|
2023
Q3 | $118K | Hold |
1,179
| – | – | 0.02% | 181 |
|
|
2023
Q2 | $129K | Hold |
1,179
| – | – | 0.02% | 186 |
|
|
2023
Q1 | $123K | Hold |
1,179
| – | – | 0.02% | 178 |
|
|
2022
Q4 | $127K | Hold |
1,179
| – | – | 0.02% | 178 |
|
|
2022
Q3 | $122K | Hold |
1,179
| – | – | 0.02% | 178 |
|
|
2022
Q2 | $123K | Hold |
1,179
| – | – | 0.02% | 172 |
|
|
2022
Q1 | $152K | Buy |
+1,179
| New | +$152K | 0.03% | 170 |
|