AGC
Aspen Grove Capital’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Sell |
1,958
-1,500
| -43% | -$192K | 0.04% | 192 |
|
|
2025
Q1 | $384K | Hold |
3,458
| – | – | 0.07% | 136 |
|
|
2024
Q4 | $451K | Hold |
3,458
| – | – | 0.1% | 109 |
|
|
2024
Q3 | $427K | Buy |
3,458
+1
| +0% | +$123 | 0.09% | 118 |
|
|
2024
Q2 | $394K | Hold |
3,457
| – | – | 0.09% | 122 |
|
|
2024
Q1 | $419K | Sell |
3,457
-1
| -0% | -$121 | 0.12% | 112 |
|
|
2023
Q4 | $401K | Hold |
3,458
| – | – | 0.12% | 102 |
|
|
2023
Q3 | $348K | Buy |
3,458
+500
| +17% | +$50.3K | 0.13% | 107 |
|
|
2023
Q2 | $323K | Buy |
+2,958
| New | +$323K | 0.1% | 138 |
|