Dumont & Blake Investment Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio IWC Stock Details IWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.21M	Sell	38,922 -1,760	-4%	-$292K	1.55%	12
2025 Q4	$6.42M	Sell	40,682 -649	-2%	-$101K	1.54%	12
2025 Q3	$6.16M	Buy	41,331 +25	+0.1%	+$3.47K	1.49%	12
2025 Q2	$5.27M	Buy	41,306 +108	+0.3%	+$12.5K	1.38%	13
2025 Q1	$4.57M	Buy	41,198 +21	+0.1%	+$2.62K	1.28%	13
2024 Q4	$5.37M	Sell	41,177 -91	-0.2%	-$11.8K	1.44%	12
2024 Q3	$5.09M	Sell	41,268 -41,487	-50%	-$5.01M	1.36%	13
2024 Q2	$9.43M	Buy	82,755 +41,789	+102%	+$4.82M	1.34%	14
2024 Q1	$4.96M	Sell	40,966 -226	-0.5%	-$26K	1.43%	11
2023 Q4	$4.78M	Buy	41,192 +44	+0.1%	+$4.46K	1.48%	11
2023 Q3	$4.12M	Buy	41,148 +726	+2%	+$78.5K	1.39%	11
2023 Q2	$4.42M	Buy	40,422 +331	+0.8%	+$34.8K	1.44%	11
2023 Q1	$4.19M	Buy	40,091 +217	+0.5%	+$24.4K	1.42%	11
2022 Q4	$4.3M	Sell	39,874 -175	-0.4%	-$19.1K	1.52%	11
2022 Q3	$4.14M	Buy	40,049 +310	+0.8%	+$35.2K	1.55%	11
2022 Q2	$4.13M	Buy	39,739 +231	+0.6%	+$26.6K	1.35%	12
2022 Q1	$5.09M	Buy	39,508 +489	+1%	+$62.8K	1.39%	12
2021 Q4	$5.45M	Sell	39,019 -319	-0.8%	-$46.3K	1.43%	12
2021 Q3	$5.68M	Sell	39,338 -29	-0.1%	-$4.21K	1.63%	11
2021 Q2	$6.01M	Buy	39,367 +216	+0.6%	+$32K	1.71%	11
2021 Q1	$5.75M	Buy	39,151 +136	+0.3%	+$19.4K	1.77%	11
2020 Q4	$4.63M	Sell	39,015 -1,516	-4%	-$160K	1.59%	11
2020 Q3	$3.67M	Sell	40,531 -1,369	-3%	-$125K	1.42%	14
2020 Q2	$3.66M	Sell	41,900 -924	-2%	-$72.2K	1.56%	13
2020 Q1	$2.87M	Sell	42,824 -2,137	-5%	-$189K	1.5%	12
2019 Q4	$4.47M	Buy	44,961 +1,121	+3%	+$104K	1.78%	11
2019 Q3	$3.86M	Sell	43,840 -485	-1%	-$43.6K	1.64%	12
2019 Q2	$4.13M	Buy	44,325 +180	+0.4%	+$16.7K	1.74%	11
2019 Q1	$4.09M	Buy	44,145 +630	+1%	+$58.1K	1.75%	11
2018 Q4	$3.59M	Buy	43,515 +5,939	+16%	+$552K	1.73%	12
2018 Q3	$3.99M	Buy	37,576 +1,170	+3%	+$125K	1.61%	14
2018 Q2	$3.85M	Buy	36,406 +1,165	+3%	+$119K	1.66%	13
2018 Q1	$3.38M	Buy	35,241 +398	+1%	+$38.8K	1.49%	14
2017 Q4	$3.33M	Buy	34,843 +270	+0.8%	+$25.6K	1.41%	15
2017 Q3	$3.27M	Sell	34,573 -285	-0.8%	-$25.1K	1.44%	14
2017 Q2	$3.1M	Buy	34,858 +803	+2%	+$69.2K	1.41%	15
2017 Q1	$2.92M	Buy	34,055 +75	+0.2%	+$6.37K	1.35%	17
2016 Q4	$2.92M	Buy	33,980 +275	+0.8%	+$22.1K	1.41%	17
2016 Q3	$2.63M	Buy	33,705 +150	+0.4%	+$11.3K	1.31%	17
2016 Q2	$2.37M	Buy	33,555 +355	+1%	+$24.8K	1.21%	18
2016 Q1	$2.25M	Buy	33,200 +154	+0.5%	+$9.94K	1.18%	19
2015 Q4	$2.38M	Buy	33,046 +1,280	+4%	+$94.4K	1.23%	17
2015 Q3	$2.22M	Sell	31,766 -365	-1%	-$27.8K	1.21%	19
2015 Q2	$2.62M	Buy	32,131 +1,341	+4%	+$108K	1.3%	16
2015 Q1	$2.44M	Buy	30,790 +1,300	+4%	+$100K	1.2%	18
2014 Q4	$2.27M	Buy	29,490 +435	+1%	+$31.6K	1.13%	20
2014 Q3	$2.02M	Sell	29,055 -121	-0.4%	-$8.79K	1.05%	26
2014 Q2	$2.22M	Buy	29,176 +100	+0.3%	+$7.33K	1.12%	22
2014 Q1	$2.25M	Buy	29,076 +358	+1%	+$27.5K	1.17%	18
2013 Q4	$2.16M	Sell	28,718 -9,828	-25%	-$699K	1.11%	20
2013 Q3	$2.64M	Buy	38,546 +1,011	+3%	+$66.8K	1.26%	15
2013 Q2	$2.32M	Buy	+37,535	New	+$2.24M	1.39%	14