Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $22K | Hold |
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|
2025
Q1 | $19K | Hold |
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|
2024
Q4 | $22K | Hold |
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|
2024
Q3 | $21K | Hold |
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|
2024
Q2 | $20K | Sell |
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|
2024
Q1 | $970K | Buy |
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|
2023
Q4 | $882K | Sell |
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|
2023
Q3 | $883K | Buy |
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|
2023
Q2 | $875K | Buy |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $687K | Buy |
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|
2022
Q3 | $623K | Buy |
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|
2022
Q2 | $567K | Buy |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $747K | Buy |
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|
2021
Q3 | $738K | Buy |
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|
2021
Q2 | $702K | Buy |
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|
2021
Q1 | $655K | Sell |
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|
2020
Q4 | $560K | Buy |
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|
2020
Q3 | $384K | Buy |
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|
2020
Q2 | $207K | Sell |
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|
2020
Q1 | $472K | Sell |
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|
2019
Q4 | $729K | Buy |
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|
2019
Q3 | $641K | Buy |
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|
2019
Q2 | $664K | Hold |
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|
2019
Q1 | $660K | Sell |
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|
2018
Q4 | $600K | Buy |
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|
2018
Q3 | $719K | Sell |
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|
2018
Q2 | $717K | Buy |
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|
2018
Q1 | $623K | Sell |
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|
2017
Q4 | $663K | Buy |
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|
2017
Q3 | $638K | Hold |
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|
2017
Q2 | $601K | Hold |
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|
2017
Q1 | $578K | Buy |
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|
2016
Q4 | $548K | Sell |
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|
2016
Q3 | $502K | Sell |
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|
2016
Q2 | $492K | Buy |
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|
2016
Q1 | $452K | Buy |
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|
2015
Q4 | $408K | Buy |
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|
2015
Q3 | $338K | Buy |
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|
2015
Q2 | $342K | Buy |
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|
2015
Q1 | $317K | Buy |
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|
2014
Q4 | $228K | Buy |
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|
2014
Q3 | $90.4K | Hold |
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|
2014
Q2 | $99K | Buy |
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|
2014
Q1 | $69.6K | Buy |
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|
2013
Q4 | $45.1K | Buy |
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