Buckingham Strategic Wealth’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $438K | Sell |
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|
2024
Q1 | $479K | Hold |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $399K | Hold |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $381K | Hold |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $365K | Buy |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $476K | Sell |
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|
2021
Q3 | $497K | Buy |
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|
2021
Q2 | $524K | Sell |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $962K | Buy |
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|
2020
Q2 | $398K | Sell |
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|
2020
Q1 | $391K | Sell |
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|
2019
Q4 | $1.08M | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $231K | Hold |
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|
2018
Q1 | $210K | Sell |
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|
2017
Q4 | $239K | Buy |
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