Baird Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,153
| Closed | -$255K | – | 1702 |
|
|
2020
Q4 | $255K | Buy |
+2,153
| New | +$255K | ﹤0.01% | 1421 |
|
|
2019
Q1 | – | Sell |
-4,528
| Closed | -$373K | – | 1305 |
|
|
2018
Q4 | $373K | Buy |
4,528
+1,238
| +38% | +$102K | ﹤0.01% | 1056 |
|
|
2018
Q3 | $343K | Buy |
3,290
+654
| +25% | +$68.2K | ﹤0.01% | 1140 |
|
|
2018
Q2 | $278K | Sell |
2,636
-94
| -3% | -$9.91K | ﹤0.01% | 1155 |
|
|
2018
Q1 | $262K | Buy |
2,730
+147
| +6% | +$14.1K | ﹤0.01% | 1153 |
|
|
2017
Q4 | $247K | Sell |
2,583
-960
| -27% | -$91.8K | ﹤0.01% | 1173 |
|
|
2017
Q3 | $335K | Buy |
3,543
+665
| +23% | +$62.9K | ﹤0.01% | 1084 |
|
|
2017
Q2 | $256K | Hold |
2,878
| – | – | ﹤0.01% | 1122 |
|
|
2017
Q1 | $247K | Hold |
2,878
| – | – | ﹤0.01% | 1120 |
|
|
2016
Q4 | $247K | Hold |
2,878
| – | – | ﹤0.01% | 1088 |
|
|
2016
Q3 | $225K | Sell |
2,878
-2,170
| -43% | -$170K | ﹤0.01% | 1116 |
|
|
2016
Q2 | $360K | Buy |
5,048
+655
| +15% | +$46.7K | ﹤0.01% | 1006 |
|
|
2016
Q1 | $298K | Sell |
4,393
-471
| -10% | -$32K | ﹤0.01% | 1054 |
|
|
2015
Q4 | $351K | Buy |
4,864
+8
| +0.2% | +$577 | ﹤0.01% | 1021 |
|
|
2015
Q3 | $339K | Buy |
4,856
+52
| +1% | +$3.63K | ﹤0.01% | 1021 |
|
|
2015
Q2 | $392K | Buy |
+4,804
| New | +$392K | ﹤0.01% | 1052 |
|