Focus Partners Wealth’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
$625K Sell
4,899
-137
-3% -$17.5K ﹤0.01% 1316
2025
Q1
$559K Buy
5,036
+318
+7% +$35.3K ﹤0.01% 1287
2024
Q4
$615K Buy
4,718
+877
+23% +$114K ﹤0.01% 1222
2024
Q3
$474K Buy
+3,841
New +$474K ﹤0.01% 1152