BSWA
Bromfield Sneider Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $492K | Buy |
4,060
+900
| +28% | +$109K | 0.3% | 31 |
|
|
2023
Q4 | $367K | Buy |
3,160
+185
| +6% | +$21.5K | 0.25% | 31 |
|
|
2023
Q3 | $298K | Buy |
2,975
+70
| +2% | +$7.01K | 0.22% | 35 |
|
|
2023
Q2 | $318K | Buy |
2,905
+3
| +0.1% | +$328 | 0.25% | 31 |
|
|
2023
Q1 | $303K | Buy |
2,902
+89
| +3% | +$9.3K | 0.26% | 30 |
|
|
2022
Q4 | $303K | Buy |
2,813
+11
| +0.4% | +$1.19K | 0.28% | 27 |
|
|
2022
Q3 | $290K | Buy |
2,802
+575
| +26% | +$59.5K | 0.34% | 23 |
|
|
2022
Q2 | $232K | Buy |
2,227
+510
| +30% | +$53.1K | 0.28% | 28 |
|
|
2022
Q1 | $221K | Buy |
1,717
+1
| +0.1% | +$129 | 0.23% | 29 |
|
|
2021
Q4 | $240K | Buy |
+1,716
| New | +$240K | 0.24% | 26 |
|