Bartlett & Co 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 | $18.3K | Hold |
143
| – | – | ﹤0.01% | 830 |
|
|
2025
Q1 | $15.9K | Hold |
143
| – | – | ﹤0.01% | 851 |
|
|
2024
Q4 | $18.6K | Hold |
143
| – | – | ﹤0.01% | 813 |
|
|
2024
Q3 | $17.6K | Sell |
143
-172
| -55% | -$21.2K | ﹤0.01% | 835 |
|
|
2024
Q2 | $35.9K | Sell |
315
-30
| -9% | -$3.42K | ﹤0.01% | 719 |
|
|
2024
Q1 | $41.8K | Hold |
345
| – | – | ﹤0.01% | 692 |
|
|
2023
Q4 | $40.8K | Hold |
345
| – | – | ﹤0.01% | 744 |
|
|
2023
Q3 | $34.7K | Buy |
345
+160
| +86% | +$16.1K | ﹤0.01% | 721 |
|
|
2023
Q2 | $20.2K | Hold |
185
| – | – | ﹤0.01% | 821 |
|
|
2023
Q1 | $19.3K | Buy |
+185
| New | +$19.3K | ﹤0.01% | 719 |
|