EA
Efficient Advisors’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Sell |
23,476
-107
| -0.5% | -$13.7K | 0.18% | 39 |
|
|
2025
Q1 | $2.62M | Sell |
23,583
-5,880
| -20% | -$652K | 0.17% | 40 |
|
|
2024
Q4 | $3.84M | Sell |
29,463
-4,623
| -14% | -$603K | 0.25% | 37 |
|
|
2024
Q3 | $4.2M | Sell |
34,086
-2,057
| -6% | -$254K | 0.26% | 37 |
|
|
2024
Q2 | $4.12M | Sell |
36,143
-6,902
| -16% | -$787K | 0.27% | 38 |
|
|
2024
Q1 | $5.22M | Sell |
43,045
-6,180
| -13% | -$749K | 0.33% | 35 |
|
|
2023
Q4 | $5.71M | Sell |
49,225
-513
| -1% | -$59.5K | 0.39% | 35 |
|
|
2023
Q3 | $4.98M | Sell |
49,738
-2,932
| -6% | -$293K | 0.34% | 36 |
|
|
2023
Q2 | $5.76M | Sell |
52,670
-1,768
| -3% | -$193K | 0.38% | 36 |
|
|
2023
Q1 | $5.69M | Sell |
54,438
-3,458
| -6% | -$361K | 0.4% | 36 |
|
|
2022
Q4 | $6.24M | Sell |
57,896
-52
| -0.1% | -$5.61K | 0.63% | 29 |
|
|
2022
Q3 | $5.99M | Sell |
57,948
-9,278
| -14% | -$959K | 0.52% | 28 |
|
|
2022
Q2 | $6.99M | Sell |
67,226
-16,605
| -20% | -$1.73M | 0.58% | 29 |
|
|
2022
Q1 | $10.8M | Sell |
83,831
-4,167
| -5% | -$537K | 0.82% | 29 |
|
|
2021
Q4 | $12.3M | Sell |
87,998
-2,972
| -3% | -$415K | 0.87% | 29 |
|
|
2021
Q3 | $13.1M | Sell |
90,970
-8,810
| -9% | -$1.27M | 1.26% | 28 |
|
|
2021
Q2 | $15.2M | Sell |
99,780
-6,659
| -6% | -$1.02M | 1.89% | 17 |
|
|
2021
Q1 | $15.6M | Sell |
106,439
-9,582
| -8% | -$1.41M | 2.14% | 17 |
|
|
2020
Q4 | $13.8M | Sell |
116,021
-16,854
| -13% | -$2M | 2.1% | 15 |
|
|
2020
Q3 | $12M | Sell |
132,875
-8,061
| -6% | -$729K | 2.21% | 13 |
|
|
2020
Q2 | $12.3M | Sell |
140,936
-16,361
| -10% | -$1.43M | 2.28% | 13 |
|
|
2020
Q1 | $10.5M | Buy |
157,297
+7,399
| +5% | +$496K | 2.21% | 13 |
|
|
2019
Q4 | $14.9M | Sell |
149,898
-6,516
| -4% | -$648K | 2.6% | 12 |
|
|
2019
Q3 | $13.8M | Sell |
156,414
-14,905
| -9% | -$1.31M | 2.52% | 13 |
|
|
2019
Q2 | $16M | Sell |
171,319
-5,964
| -3% | -$556K | 2.79% | 13 |
|
|
2019
Q1 | $16.4M | Sell |
177,283
-7,660
| -4% | -$711K | 2.87% | 13 |
|
|
2018
Q4 | $15.2M | Buy |
184,943
+3,580
| +2% | +$295K | 2.84% | 13 |
|
|
2018
Q3 | $19.3M | Sell |
181,363
-6,769
| -4% | -$720K | 3.3% | 12 |
|
|
2018
Q2 | $19.9M | Sell |
188,132
-11,536
| -6% | -$1.22M | 3.38% | 12 |
|
|
2018
Q1 | $19.2M | Sell |
199,668
-742
| -0.4% | -$71.3K | 3.23% | 12 |
|
|
2017
Q4 | $19.2M | Sell |
200,410
-2,166
| -1% | -$207K | 3.2% | 12 |
|
|
2017
Q3 | $19.1M | Sell |
202,576
-3,233
| -2% | -$305K | 3.29% | 12 |
|
|
2017
Q2 | $18.3M | Sell |
205,809
-5,642
| -3% | -$502K | 2.69% | 12 |
|
|
2017
Q1 | $18.1M | Sell |
211,451
-8,134
| -4% | -$697K | 2.53% | 12 |
|
|
2016
Q4 | $18.8M | Sell |
219,585
-18,778
| -8% | -$1.61M | 2.7% | 12 |
|
|
2016
Q3 | $18.6M | Sell |
238,363
-7,801
| -3% | -$609K | 2.73% | 12 |
|
|
2016
Q2 | $17.4M | Sell |
246,164
-2,583
| -1% | -$183K | 2.77% | 13 |
|
|
2016
Q1 | $16.9M | Buy |
248,747
+7,341
| +3% | +$499K | 3.04% | 12 |
|
|
2015
Q4 | $17.4M | Buy |
241,406
+988
| +0.4% | +$71.2K | 3.8% | 10 |
|
|
2015
Q3 | $16.8M | Sell |
240,418
-2,805
| -1% | -$196K | 3.75% | 10 |
|
|
2015
Q2 | $19.8M | Sell |
243,223
-5,138
| -2% | -$419K | 4.14% | 9 |
|
|
2015
Q1 | $19.6M | Buy |
248,361
+3,460
| +1% | +$274K | 4.18% | 10 |
|
|
2014
Q4 | $18.9M | Buy |
244,901
+2,249
| +0.9% | +$173K | 4.31% | 9 |
|
|
2014
Q3 | $16.9M | Buy |
242,652
+4,108
| +2% | +$286K | 3.9% | 10 |
|
|
2014
Q2 | $18.2M | Sell |
238,544
-3,273
| -1% | -$249K | 4.14% | 10 |
|
|
2014
Q1 | $18.7M | Sell |
241,817
-1,533
| -0.6% | -$118K | 4.51% | 9 |
|
|
2013
Q4 | $18.3M | Sell |
243,350
-4,645
| -2% | -$349K | 4.42% | 9 |
|
|
2013
Q3 | $17M | Sell |
247,995
-2,876
| -1% | -$197K | 4.35% | 10 |
|
|
2013
Q2 | $15.5M | Buy |
+250,871
| New | +$15.5M | 4.32% | 10 |
|