Davies Financial 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
$742K Sell
5,816
-3,338
-36% -$426K 0.58% 37
2025
Q1
$1.02M Buy
9,154
+713
+8% +$79.1K 0.87% 25
2024
Q4
$1.1M Buy
8,441
+3,596
+74% +$469K 0.94% 24
2024
Q3
$597K Buy
+4,845
New +$597K 0.52% 43