Boston Family Office’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 | $298K | Hold |
2,333
| – | – | 0.02% | 242 |
|
|
2025
Q1 | $259K | Hold |
2,333
| – | – | 0.02% | 253 |
|
|
2024
Q4 | $304K | Sell |
2,333
-80
| -3% | -$10.4K | 0.02% | 233 |
|
|
2024
Q3 | $298K | Hold |
2,413
| – | – | 0.02% | 233 |
|
|
2024
Q2 | $275K | Hold |
2,413
| – | – | 0.02% | 230 |
|
|
2024
Q1 | $292K | Hold |
2,413
| – | – | 0.02% | 225 |
|
|
2023
Q4 | $280K | Hold |
2,413
| – | – | 0.02% | 227 |
|
|
2023
Q3 | $242K | Sell |
2,413
-10
| -0.4% | -$1K | 0.02% | 229 |
|
|
2023
Q2 | $264K | Hold |
2,423
| – | – | 0.02% | 228 |
|
|
2023
Q1 | $254K | Hold |
2,423
| – | – | 0.02% | 236 |
|
|
2022
Q4 | $261K | Hold |
2,423
| – | – | 0.02% | 243 |
|
|
2022
Q3 | $250K | Hold |
2,423
| – | – | 0.02% | 240 |
|
|
2022
Q2 | $252K | Hold |
2,423
| – | – | 0.02% | 241 |
|
|
2022
Q1 | $312K | Hold |
2,423
| – | – | 0.02% | 240 |
|
|
2021
Q4 | $339K | Hold |
2,423
| – | – | 0.02% | 239 |
|
|
2021
Q3 | $350K | Sell |
2,423
-317
| -12% | -$45.8K | 0.03% | 228 |
|
|
2021
Q2 | $418K | Hold |
2,740
| – | – | 0.03% | 216 |
|
|
2021
Q1 | $402K | Sell |
2,740
-18
| -0.7% | -$2.64K | 0.03% | 219 |
|
|
2020
Q4 | $327K | Hold |
2,758
| – | – | 0.03% | 227 |
|
|
2020
Q3 | $250K | Sell |
2,758
-275
| -9% | -$24.9K | 0.02% | 225 |
|
|
2020
Q2 | $265K | Sell |
3,033
-275
| -8% | -$24K | 0.03% | 225 |
|
|
2020
Q1 | $222K | Sell |
3,308
-405
| -11% | -$27.2K | 0.03% | 226 |
|
|
2019
Q4 | $369K | Sell |
3,713
-1,290
| -26% | -$128K | 0.04% | 218 |
|
|
2019
Q3 | $441K | Sell |
5,003
-2,925
| -37% | -$258K | 0.05% | 196 |
|
|
2019
Q2 | $739K | Sell |
7,928
-2,445
| -24% | -$228K | 0.08% | 162 |
|
|
2019
Q1 | $962K | Sell |
10,373
-265
| -2% | -$24.6K | 0.1% | 145 |
|
|
2018
Q4 | $877K | Sell |
10,638
-1,930
| -15% | -$159K | 0.11% | 145 |
|
|
2018
Q3 | $1.34M | Sell |
12,568
-485
| -4% | -$51.6K | 0.14% | 134 |
|
|
2018
Q2 | $1.38M | Sell |
13,053
-1,220
| -9% | -$129K | 0.16% | 131 |
|
|
2018
Q1 | $1.37M | Sell |
14,273
-4,715
| -25% | -$453K | 0.16% | 128 |
|
|
2017
Q4 | $1.82M | Sell |
18,988
-5,575
| -23% | -$533K | 0.2% | 118 |
|
|
2017
Q3 | $2.32M | Sell |
24,563
-1,755
| -7% | -$166K | 0.26% | 103 |
|
|
2017
Q2 | $2.34M | Sell |
26,318
-1,635
| -6% | -$145K | 0.28% | 98 |
|
|
2017
Q1 | $2.39M | Sell |
27,953
-992
| -3% | -$85K | 0.29% | 94 |
|
|
2016
Q4 | $2.49M | Sell |
28,945
-8,110
| -22% | -$696K | 0.32% | 90 |
|
|
2016
Q3 | $2.89M | Buy |
37,055
+895
| +2% | +$69.8K | 0.37% | 80 |
|
|
2016
Q2 | $2.56M | Buy |
36,160
+795
| +2% | +$56.2K | 0.33% | 89 |
|
|
2016
Q1 | $2.4M | Sell |
35,365
-110
| -0.3% | -$7.47K | 0.32% | 92 |
|
|
2015
Q4 | $2.56M | Buy |
35,475
+320
| +0.9% | +$23.1K | 0.35% | 88 |
|
|
2015
Q3 | $2.45M | Sell |
35,155
-30
| -0.1% | -$2.09K | 0.34% | 87 |
|
|
2015
Q2 | $2.87M | Buy |
35,185
+605
| +2% | +$49.3K | 0.36% | 86 |
|
|
2015
Q1 | $2.74M | Buy |
34,580
+1,215
| +4% | +$96.1K | 0.34% | 87 |
|
|
2014
Q4 | $2.57M | Buy |
33,365
+1,030
| +3% | +$79.3K | 0.32% | 89 |
|
|
2014
Q3 | $2.25M | Buy |
32,335
+2,940
| +10% | +$204K | 0.29% | 98 |
|
|
2014
Q2 | $2.24M | Buy |
29,395
+6,305
| +27% | +$480K | 0.28% | 101 |
|
|
2014
Q1 | $1.79M | Buy |
23,090
+6,145
| +36% | +$475K | 0.24% | 106 |
|
|
2013
Q4 | $1.27M | Buy |
16,945
+7,860
| +87% | +$590K | 0.17% | 130 |
|
|
2013
Q3 | $622K | Buy |
+9,085
| New | +$622K | 0.09% | 173 |
|