Dumont & Blake Investment 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 | $5.27M | Buy |
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|
2025
Q1 | $4.57M | Buy |
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|
2024
Q4 | $5.37M | Sell |
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|
2024
Q3 | $5.09M | Sell |
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|
2024
Q2 | $9.43M | Buy |
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|
2024
Q1 | $4.96M | Sell |
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|
2023
Q4 | $4.78M | Buy |
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|
2023
Q3 | $4.12M | Buy |
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|
2023
Q2 | $4.42M | Buy |
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|
2023
Q1 | $4.19M | Buy |
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|
2022
Q4 | $4.3M | Sell |
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|
2022
Q3 | $4.14M | Buy |
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|
2022
Q2 | $4.13M | Buy |
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|
2022
Q1 | $5.09M | Buy |
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|
2021
Q4 | $5.45M | Sell |
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|
2021
Q3 | $5.68M | Sell |
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|
2021
Q2 | $6.01M | Buy |
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|
2021
Q1 | $5.75M | Buy |
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|
2020
Q4 | $4.63M | Sell |
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|
2020
Q3 | $3.67M | Sell |
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|
2020
Q2 | $3.66M | Sell |
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|
2020
Q1 | $2.87M | Sell |
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|
2019
Q4 | $4.47M | Buy |
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|
2019
Q3 | $3.86M | Sell |
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|
2019
Q2 | $4.13M | Buy |
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|
2019
Q1 | $4.09M | Buy |
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|
2018
Q4 | $3.59M | Buy |
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|
2018
Q3 | $3.99M | Buy |
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|
2018
Q2 | $3.85M | Buy |
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|
2018
Q1 | $3.38M | Buy |
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|
2017
Q4 | $3.33M | Buy |
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|
2017
Q3 | $3.27M | Sell |
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|
2017
Q2 | $3.1M | Buy |
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|
2017
Q1 | $2.92M | Buy |
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|
2016
Q4 | $2.92M | Buy |
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|
2016
Q3 | $2.63M | Buy |
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|
2016
Q2 | $2.37M | Buy |
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|
2016
Q1 | $2.25M | Buy |
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|
2015
Q4 | $2.38M | Buy |
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|
2015
Q3 | $2.22M | Sell |
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|
2015
Q2 | $2.62M | Buy |
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|
2015
Q1 | $2.44M | Buy |
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|
2014
Q4 | $2.27M | Buy |
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|
2014
Q3 | $2.02M | Sell |
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|
2014
Q2 | $2.22M | Buy |
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|
2014
Q1 | $2.25M | Buy |
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|
2013
Q4 | $2.16M | Sell |
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|
2013
Q3 | $2.64M | Buy |
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|
2013
Q2 | $2.32M | Buy |
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