Capital Investment Advisory Services’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 | $20.6K | Buy |
+161
| New | +$20.6K | ﹤0.01% | 871 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$11.6K | – | 977 |
|
|
2023
Q4 | $11.6K | Buy |
+100
| New | +$11.6K | ﹤0.01% | 800 |
|
|
2022
Q3 | – | Sell |
-30
| Closed | -$3K | – | 837 |
|
|
2022
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 785 |
|
|
2022
Q1 | $4K | Sell |
30
-231
| -89% | -$30.8K | ﹤0.01% | 791 |
|
|
2021
Q4 | $36K | Buy |
261
+250
| +2,273% | +$34.5K | ﹤0.01% | 631 |
|
|
2021
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 740 |
|
|
2021
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 764 |
|
|
2021
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 713 |
|
|
2020
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 696 |
|
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 619 |
|
|
2020
Q2 | $1K | Sell |
11
-55
| -83% | -$5K | ﹤0.01% | 561 |
|
|
2020
Q1 | $4K | Hold |
66
| – | – | ﹤0.01% | 511 |
|
|
2019
Q4 | $7K | Hold |
66
| – | – | ﹤0.01% | 492 |
|
|
2019
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 1092 |
|
|
2019
Q2 | $6K | Sell |
66
-3
| -4% | -$273 | ﹤0.01% | 1094 |
|
|
2019
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 937 |
|
|
2018
Q4 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 901 |
|