Belpointe Asset 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
Q1 | – | Sell |
-23,441
| Closed | -$2.91M | – | 985 |
|
|
2024
Q4 | $2.91M | Buy |
23,441
+619
| +3% | +$76.8K | 0.18% | 120 |
|
|
2024
Q3 | $2.81M | Buy |
+22,822
| New | +$2.81M | 0.17% | 122 |
|
|
2023
Q2 | – | Sell |
-722
| Closed | -$75.5K | – | 1967 |
|
|
2023
Q1 | $75.5K | Sell |
722
-97
| -12% | -$10.1K | ﹤0.01% | 1472 |
|
|
2022
Q4 | $88.3K | Sell |
819
-444
| -35% | -$47.9K | 0.01% | 1305 |
|
|
2022
Q3 | $131K | Sell |
1,263
-64
| -5% | -$6.64K | 0.01% | 1022 |
|
|
2022
Q2 | $138K | Buy |
1,327
+48
| +4% | +$4.99K | 0.01% | 973 |
|
|
2022
Q1 | $165K | Buy |
+1,279
| New | +$165K | 0.01% | 982 |
|