Empirical Wealth Management’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 | $18.7M | Buy |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $13.4M | Buy |
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|
2024
Q3 | $12.6M | Buy |
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|
2024
Q2 | $11.2M | Sell |
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|
2024
Q1 | $12.3M | Sell |
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|
2023
Q4 | $11.9M | Sell |
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|
2023
Q3 | $11.4M | Sell |
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|
2023
Q2 | $12.8M | Sell |
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|
2023
Q1 | $12.6M | Sell |
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|
2022
Q4 | $13.8M | Sell |
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|
2022
Q3 | $13.9M | Buy |
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|
2022
Q2 | $13.1M | Buy |
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|
2022
Q1 | $12.9M | Sell |
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|
2021
Q4 | $15.3M | Buy |
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|
2021
Q3 | $14.5M | Sell |
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|
2021
Q2 | $15.8M | Buy |
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|
2021
Q1 | $12.7M | Sell |
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|
2020
Q4 | $13.3M | Sell |
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|
2020
Q3 | $10.5M | Buy |
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|
2020
Q2 | $9.98M | Sell |
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|
2020
Q1 | $7.7M | Buy |
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|
2019
Q4 | $6.3M | Sell |
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|
2019
Q3 | $5.67M | Sell |
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|
2019
Q2 | $6.94M | Buy |
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|
2019
Q1 | $6.37M | Buy |
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|
2018
Q4 | $4.92M | Buy |
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|
2018
Q3 | $1.83M | Hold |
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|
2018
Q2 | $1.81M | Sell |
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|
2018
Q1 | $1.74M | Buy |
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|
2017
Q4 | $794K | Buy |
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|
2017
Q3 | $736K | Hold |
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|
2017
Q2 | $693K | Hold |
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|
2017
Q1 | $668K | Sell |
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|
2016
Q4 | $699K | Sell |
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|
2016
Q3 | $660K | Sell |
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|
2016
Q2 | $691K | Sell |
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|
2016
Q1 | $1.09M | Sell |
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|
2015
Q4 | $1.66M | Buy |
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|
2015
Q3 | $1.18M | Buy |
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|
2015
Q2 | $1.25M | Sell |
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|
2015
Q1 | $1.22M | Sell |
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|
2014
Q4 | $1.2M | Buy |
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|
2014
Q3 | $557K | Sell |
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|
2014
Q2 | $634K | Sell |
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|
2014
Q1 | $703K | Buy |
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|
2013
Q4 | $617K | Buy |
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|
2013
Q3 | $553K | Sell |
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|
2013
Q2 | $504K | Buy |
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