Forum Financial Management’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 | $205K | Buy |
+1,605
| New | +$205K | ﹤0.01% | 893 |
|
|
2025
Q1 | – | Sell |
-1,585
| Closed | -$207K | – | 900 |
|
|
2024
Q4 | $207K | Buy |
+1,585
| New | +$207K | ﹤0.01% | 833 |
|
|
2023
Q4 | – | Sell |
-2,534
| Closed | -$254K | – | 704 |
|
|
2023
Q3 | $254K | Hold |
2,534
| – | – | 0.01% | 482 |
|
|
2023
Q2 | $277K | Buy |
+2,534
| New | +$277K | 0.01% | 466 |
|