First Western Trust Bank’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 | $376K | Hold |
2,947
| – | – | 0.02% | 140 |
|
|
2025
Q1 | $327K | Hold |
2,947
| – | – | 0.02% | 145 |
|
|
2024
Q4 | $384K | Hold |
2,947
| – | – | 0.02% | 140 |
|
|
2024
Q3 | $363K | Hold |
2,947
| – | – | 0.02% | 148 |
|
|
2024
Q2 | $336K | Sell |
2,947
-86
| -3% | -$9.8K | 0.02% | 144 |
|
|
2024
Q1 | $368K | Hold |
3,033
| – | – | 0.02% | 144 |
|
|
2023
Q4 | $352K | Hold |
3,033
| – | – | 0.02% | 152 |
|
|
2023
Q3 | $304K | Sell |
3,033
-391
| -11% | -$39.1K | 0.02% | 147 |
|
|
2023
Q2 | $374K | Hold |
3,424
| – | – | 0.02% | 142 |
|
|
2023
Q1 | $358K | Hold |
3,424
| – | – | 0.02% | 147 |
|
|
2022
Q4 | $369K | Buy |
3,424
+834
| +32% | +$89.9K | 0.02% | 133 |
|
|
2022
Q3 | $268K | Hold |
2,590
| – | – | 0.02% | 148 |
|
|
2022
Q2 | $269K | Hold |
2,590
| – | – | 0.02% | 149 |
|
|
2022
Q1 | $334K | Buy |
+2,590
| New | +$334K | 0.02% | 148 |
|