Family Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Hold |
2,837
| – | – | 0.14% | 48 |
|
|
2025
Q1 | $315K | Sell |
2,837
-20
| -0.7% | -$2.22K | 0.14% | 41 |
|
|
2024
Q4 | $372K | Sell |
2,857
-89
| -3% | -$11.6K | 0.18% | 36 |
|
|
2024
Q3 | $363K | Buy |
2,946
+2
| +0.1% | +$247 | 0.19% | 38 |
|
|
2024
Q2 | $336K | Buy |
2,944
+1
| +0% | +$114 | 0.17% | 38 |
|
|
2024
Q1 | $357K | Buy |
2,943
+1
| +0% | +$121 | 0.2% | 38 |
|
|
2023
Q4 | $341K | Buy |
+2,942
| New | +$341K | 0.26% | 38 |
|