EWM
Evercore Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-45
| Closed | -$4K | – | 1010 |
|
|
2016
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 904 |
|
|
2016
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 956 |
|
|
2016
Q2 | $3K | Hold |
45
| – | – | ﹤0.01% | 978 |
|
|
2016
Q1 | $3K | Hold |
45
| – | – | ﹤0.01% | 902 |
|
|
2015
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 964 |
|