Clearstead Advisors’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 | $10.1K | Hold |
79
| – | – | ﹤0.01% | 1883 |
|
|
2025
Q1 | $8.76K | Hold |
79
| – | – | ﹤0.01% | 1632 |
|
|
2024
Q4 | $10.3K | Hold |
79
| – | – | ﹤0.01% | 1558 |
|
|
2024
Q3 | $9.74K | Hold |
79
| – | – | ﹤0.01% | 1581 |
|
|
2024
Q2 | $9.01K | Hold |
79
| – | – | ﹤0.01% | 1561 |
|
|
2024
Q1 | $9.24K | Hold |
79
| – | – | ﹤0.01% | 1063 |
|
|
2023
Q4 | $9.17K | Sell |
79
-79
| -50% | -$9.17K | ﹤0.01% | 1073 |
|
|
2023
Q3 | $15.8K | Buy |
158
+79
| +100% | +$7.91K | ﹤0.01% | 1058 |
|
|
2023
Q2 | $8.64K | Hold |
79
| – | – | ﹤0.01% | 1000 |
|
|
2023
Q1 | $8.26K | Hold |
79
| – | – | ﹤0.01% | 974 |
|
|
2022
Q4 | $8.52K | Hold |
79
| – | – | ﹤0.01% | 921 |
|
|
2022
Q3 | $8K | Hold |
79
| – | – | ﹤0.01% | 915 |
|
|
2022
Q2 | $8K | Hold |
79
| – | – | ﹤0.01% | 948 |
|
|
2022
Q1 | $10K | Hold |
79
| – | – | ﹤0.01% | 983 |
|
|
2021
Q4 | $11K | Hold |
79
| – | – | ﹤0.01% | 918 |
|
|
2021
Q3 | $11K | Hold |
79
| – | – | ﹤0.01% | 928 |
|
|
2021
Q2 | $12K | Hold |
79
| – | – | ﹤0.01% | 777 |
|
|
2021
Q1 | $12K | Hold |
79
| – | – | ﹤0.01% | 753 |
|
|
2020
Q4 | $9K | Hold |
79
| – | – | ﹤0.01% | 732 |
|
|
2020
Q3 | $7K | Hold |
79
| – | – | ﹤0.01% | 710 |
|
|
2020
Q2 | $7K | Hold |
79
| – | – | ﹤0.01% | 634 |
|
|
2020
Q1 | $5K | Buy |
+79
| New | +$5K | ﹤0.01% | 640 |
|