EP Wealth Advisors’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-851
| Closed | -$105K | – | 1287 |
|
|
2024
Q3 | $105K | Buy |
+851
| New | +$105K | ﹤0.01% | 1138 |
|
|
2021
Q1 | – | Sell |
-1,272
| Closed | -$151K | – | 503 |
|
|
2020
Q4 | $151K | Buy |
+1,272
| New | +$151K | 0.01% | 425 |
|
|
2020
Q2 | – | Sell |
-3,271
| Closed | -$219K | – | 378 |
|
|
2020
Q1 | $219K | Sell |
3,271
-474
| -13% | -$31.7K | 0.01% | 341 |
|
|
2019
Q4 | $373K | Sell |
3,745
-426
| -10% | -$42.4K | 0.02% | 308 |
|
|
2019
Q3 | $368K | Buy |
+4,171
| New | +$368K | 0.02% | 251 |
|