Asset Dedication LLC’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
Q3 | $57K | Hold |
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|
2025
Q2 | $48.8K | Hold |
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|
2025
Q1 | $42.4K | Hold |
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|
2024
Q4 | $49.8K | Hold |
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|
2024
Q3 | $47.1K | Sell |
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|
2024
Q2 | $43.9K | Hold |
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|
2024
Q1 | $46K | Hold |
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|
2023
Q4 | $45K | Sell |
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|
2023
Q3 | $48K | Hold |
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|
2023
Q2 | $51K | Hold |
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|
2023
Q1 | $49K | Sell |
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|
2022
Q4 | $74K | Hold |
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|
2022
Q3 | $71K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $88K | Sell |
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|
2021
Q4 | $138K | Hold |
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|
2021
Q3 | $142K | Hold |
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|
2021
Q2 | $152K | Hold |
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|
2021
Q1 | $145K | Sell |
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|
2020
Q4 | $139K | Sell |
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|
2020
Q3 | $118K | Sell |
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|
2020
Q2 | $147K | Hold |
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|
2020
Q1 | $113K | Hold |
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|
2019
Q4 | $168K | Hold |
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|
2019
Q3 | $151K | Sell |
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|
2019
Q2 | $199K | Sell |
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|
2019
Q1 | $200K | Sell |
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|
2018
Q4 | $197K | Buy |
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|
2018
Q3 | $229K | Sell |
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|
2018
Q2 | $235K | Sell |
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|
2018
Q1 | $261K | Buy |
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|
2017
Q4 | $237K | Sell |
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|
2017
Q3 | $261K | Buy |
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|
2017
Q2 | $241K | Sell |
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|
2017
Q1 | $238K | Buy |
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|
2016
Q4 | $238K | Sell |
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|
2016
Q3 | $223K | Buy |
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|
2016
Q2 | $193K | Sell |
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|
2016
Q1 | $199K | Sell |
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|
2015
Q4 | $288K | Buy |
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