Endowment 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
Q3 | $2.26M | Buy |
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|
2025
Q2 | $1.7M | Buy |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.27M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $794K | Buy |
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|
2024
Q1 | $765K | Buy |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $543K | Buy |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | $491K | Buy |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $423K | Sell |
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|
2021
Q4 | $499K | Buy |
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