Beaird Harris 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 | $310K | Hold |
2,428
| – | – | 0.02% | 112 |
|
|
2025
Q1 | $269K | Sell |
2,428
-11
| -0.5% | -$1.22K | 0.02% | 112 |
|
|
2024
Q4 | $318K | Hold |
2,439
| – | – | 0.03% | 105 |
|
|
2024
Q3 | $301K | Hold |
2,439
| – | – | 0.03% | 112 |
|
|
2024
Q2 | $278K | Hold |
2,439
| – | – | 0.03% | 106 |
|
|
2024
Q1 | $296K | Hold |
2,439
| – | – | 0.03% | 96 |
|
|
2023
Q4 | $283K | Sell |
2,439
-20
| -0.8% | -$2.32K | 0.03% | 93 |
|
|
2023
Q3 | $246K | Hold |
2,459
| – | – | 0.03% | 88 |
|
|
2023
Q2 | $269K | Hold |
2,459
| – | – | 0.03% | 82 |
|
|
2023
Q1 | $257K | Hold |
2,459
| – | – | 0.05% | 80 |
|
|
2022
Q4 | $265K | Hold |
2,459
| – | – | 0.05% | 73 |
|
|
2022
Q3 | $254K | Sell |
2,459
-50
| -2% | -$5.17K | 0.06% | 69 |
|
|
2022
Q2 | $261K | Hold |
2,509
| – | – | 0.07% | 59 |
|
|
2022
Q1 | $323K | Hold |
2,509
| – | – | 0.12% | 64 |
|
|
2021
Q4 | $351K | Buy |
+2,509
| New | +$351K | 0.13% | 78 |
|