AAS
Avantax Advisory Services’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.25M | Sell |
72,443
-6,574
| -8% | -$839K | 0.05% | 287 |
|
|
2025
Q1 | $8.76M | Buy |
79,017
+6,246
| +9% | +$693K | 0.05% | 275 |
|
|
2024
Q4 | $9.49M | Buy |
72,771
+872
| +1% | +$114K | 0.06% | 237 |
|
|
2024
Q3 | $8.87M | Sell |
71,899
-6,400
| -8% | -$789K | 0.06% | 250 |
|
|
2024
Q2 | $8.93M | Sell |
78,299
-21,120
| -21% | -$2.41M | 0.06% | 225 |
|
|
2024
Q1 | $12M | Sell |
99,419
-48,509
| -33% | -$5.88M | 0.11% | 146 |
|
|
2023
Q4 | $17.2M | Sell |
147,928
-3,639
| -2% | -$422K | 0.17% | 98 |
|
|
2023
Q3 | $15.2M | Sell |
151,567
-188
| -0.1% | -$18.8K | 0.17% | 100 |
|
|
2023
Q2 | $16.6M | Sell |
151,755
-1,836
| -1% | -$201K | 0.19% | 91 |
|
|
2023
Q1 | $16.1M | Sell |
153,591
-679
| -0.4% | -$71K | 0.2% | 86 |
|
|
2022
Q4 | $16.6M | Buy |
154,270
+7,432
| +5% | +$801K | 0.22% | 73 |
|
|
2022
Q3 | $15.2M | Buy |
146,838
+9,199
| +7% | +$951K | 0.23% | 65 |
|
|
2022
Q2 | $14.3M | Sell |
137,639
-5,326
| -4% | -$554K | 0.22% | 73 |
|
|
2022
Q1 | $18.4M | Sell |
142,965
-5,913
| -4% | -$762K | 0.25% | 64 |
|
|
2021
Q4 | $20.8M | Buy |
148,878
+2,191
| +1% | +$306K | 0.31% | 48 |
|
|
2021
Q3 | $21.2M | Buy |
146,687
+749
| +0.5% | +$108K | 0.35% | 40 |
|
|
2021
Q2 | $22.3M | Sell |
145,938
-10,613
| -7% | -$1.62M | 0.4% | 34 |
|
|
2021
Q1 | $23M | Sell |
156,551
-6,160
| -4% | -$905K | 0.49% | 28 |
|
|
2020
Q4 | $19.3M | Sell |
162,711
-27,709
| -15% | -$3.29M | 0.46% | 34 |
|
|
2020
Q3 | $17.2M | Buy |
190,420
+26,567
| +16% | +$2.4M | 0.28% | 66 |
|
|
2020
Q2 | $14.3M | Buy |
163,853
+6,869
| +4% | +$600K | 0.41% | 42 |
|
|
2020
Q1 | $10.5M | Buy |
156,984
+10,274
| +7% | +$689K | 0.31% | 51 |
|
|
2019
Q4 | $14.6M | Buy |
146,710
+12,313
| +9% | +$1.23M | 0.34% | 46 |
|
|
2019
Q3 | $11.8M | Buy |
134,397
+15,468
| +13% | +$1.36M | 0.48% | 27 |
|
|
2019
Q2 | $11.1M | Buy |
118,929
+70,100
| +144% | +$6.53M | 0.49% | 26 |
|
|
2019
Q1 | $4.53M | Buy |
+48,829
| New | +$4.53M | 0.24% | 53 |
|