Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $438K | Sell |
3,841
-110
| -3% | -$12.5K | ﹤0.01% | 497 |
|
|
2024
Q1 | $479K | Hold |
3,951
| – | – | 0.01% | 469 |
|
|
2023
Q4 | $458K | Sell |
3,951
-40
| -1% | -$4.64K | 0.01% | 460 |
|
|
2023
Q3 | $399K | Hold |
3,991
| – | – | 0.01% | 469 |
|
|
2023
Q2 | $436K | Buy |
3,991
+459
| +13% | +$50.2K | 0.01% | 455 |
|
|
2023
Q1 | $381K | Hold |
3,532
| – | – | 0.01% | 441 |
|
|
2022
Q4 | $381K | Hold |
3,532
| – | – | 0.01% | 443 |
|
|
2022
Q3 | $365K | Buy |
3,532
+80
| +2% | +$8.27K | 0.01% | 428 |
|
|
2022
Q2 | $359K | Buy |
3,452
+70
| +2% | +$7.28K | 0.01% | 434 |
|
|
2022
Q1 | $436K | Sell |
3,382
-24
| -0.7% | -$3.09K | 0.01% | 392 |
|
|
2021
Q4 | $476K | Sell |
3,406
-35
| -1% | -$4.89K | 0.01% | 377 |
|
|
2021
Q3 | $497K | Buy |
3,441
+6
| +0.2% | +$867 | 0.01% | 360 |
|
|
2021
Q2 | $524K | Sell |
3,435
-4,029
| -54% | -$615K | 0.01% | 344 |
|
|
2021
Q1 | $1.1M | Sell |
7,464
-1,563
| -17% | -$230K | 0.05% | 223 |
|
|
2020
Q4 | $1.07M | Sell |
9,027
-1,606
| -15% | -$191K | 0.06% | 214 |
|
|
2020
Q3 | $962K | Buy |
10,633
+6,077
| +133% | +$550K | 0.07% | 184 |
|
|
2020
Q2 | $398K | Sell |
4,556
-1,273
| -22% | -$111K | 0.04% | 262 |
|
|
2020
Q1 | $391K | Sell |
5,829
-5,029
| -46% | -$337K | 0.04% | 285 |
|
|
2019
Q4 | $1.08M | Sell |
10,858
-662
| -6% | -$65.8K | 0.1% | 147 |
|
|
2019
Q3 | $1.02M | Sell |
11,520
-1,093
| -9% | -$96.4K | 0.11% | 141 |
|
|
2019
Q2 | $1.18M | Sell |
12,613
-3,048
| -19% | -$284K | 0.13% | 127 |
|
|
2019
Q1 | $1.45M | Buy |
15,661
+12,167
| +348% | +$1.13M | 0.18% | 104 |
|
|
2018
Q4 | $288K | Buy |
3,494
+1,307
| +60% | +$108K | 0.04% | 275 |
|
|
2018
Q3 | $232K | Hold |
2,187
| – | – | 0.04% | 319 |
|
|
2018
Q2 | $231K | Hold |
2,187
| – | – | 0.04% | 312 |
|
|
2018
Q1 | $210K | Sell |
2,187
-309
| -12% | -$29.7K | 0.04% | 285 |
|
|
2017
Q4 | $239K | Buy |
+2,496
| New | +$239K | 0.05% | 270 |
|