CAPTRUST Financial Advisors’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
Q2 | $813K | Sell |
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|
2025
Q1 | $718K | Buy |
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|
2024
Q4 | $842K | Hold |
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|
2024
Q3 | $797K | Sell |
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|
2024
Q2 | $759K | Buy |
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|
2024
Q1 | $790K | Buy |
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|
2023
Q4 | $612K | Hold |
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|
2023
Q3 | $528K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $23K | Hold |
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|
2021
Q4 | $25K | Hold |
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|
2021
Q3 | $26K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $23K | Hold |
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|
2019
Q1 | $23K | Buy |
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