Evermay 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 | $60.5K | Hold |
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|
2025
Q2 | $51.8K | Hold |
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|
2025
Q1 | $45K | Hold |
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|
2024
Q4 | $52.9K | Hold |
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|
2024
Q3 | $50.1K | Hold |
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|
2024
Q2 | $46.3K | Hold |
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|
2024
Q1 | $49.2K | Hold |
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|
2023
Q4 | $47.1K | Sell |
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|
2023
Q3 | $48.3K | Sell |
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|
2023
Q2 | $79.7K | Hold |
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|
2023
Q1 | $76.2K | Hold |
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|
2022
Q4 | $78.6K | Hold |
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|
2022
Q3 | $75K | Hold |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $94K | Hold |
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|
2021
Q4 | $102K | Sell |
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|
2021
Q3 | $139K | Hold |
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|
2021
Q2 | $146K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q3 | $269K | Hold |
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|
2019
Q2 | $284K | Buy |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $252K | Hold |
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|
2018
Q3 | $324K | Sell |
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|
2018
Q2 | $356K | Hold |
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|
2018
Q1 | $323K | Hold |
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|
2017
Q4 | $322K | Hold |
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|
2017
Q3 | $318K | Buy |
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|
2017
Q2 | $299K | Hold |
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|
2017
Q1 | $288K | Hold |
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|
2016
Q4 | $289K | Sell |
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|
2016
Q3 | $298K | Sell |
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|
2016
Q2 | $272K | Sell |
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|
2016
Q1 | $275K | Hold |
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|
2015
Q4 | $291K | Sell |
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|
2015
Q3 | $286K | Buy |
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|
2015
Q2 | $334K | Hold |
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|
2015
Q1 | $324K | Sell |
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|
2014
Q4 | $594K | Buy |
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|
2014
Q3 | $536K | Hold |
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|
2014
Q2 | $587K | Sell |
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|
2014
Q1 | $884K | Buy |
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|
2013
Q4 | $812K | Buy |
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