Founders Financial Securities’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 | $423K | Buy |
3,316
+1
| +0% | +$128 | 0.03% | 368 |
|
|
2025
Q1 | $367K | Sell |
3,315
-216
| -6% | -$23.9K | 0.03% | 367 |
|
|
2024
Q4 | $460K | Sell |
3,531
-381
| -10% | -$49.7K | 0.04% | 320 |
|
|
2024
Q3 | $482K | Hold |
3,912
| – | – | 0.04% | 276 |
|
|
2024
Q2 | $446K | Sell |
3,912
-431
| -10% | -$49.1K | 0.04% | 300 |
|
|
2024
Q1 | $526K | Buy |
4,343
+306
| +8% | +$37.1K | 0.06% | 256 |
|
|
2023
Q4 | $468K | Buy |
4,037
+67
| +2% | +$7.77K | 0.05% | 254 |
|
|
2023
Q3 | $397K | Sell |
3,970
-259
| -6% | -$25.9K | 0.05% | 236 |
|
|
2023
Q2 | $462K | Buy |
4,229
+1
| +0% | +$109 | 0.06% | 223 |
|
|
2023
Q1 | $442K | Buy |
4,228
+30
| +0.7% | +$3.14K | 0.06% | 213 |
|
|
2022
Q4 | $453K | Buy |
4,198
+2
| +0% | +$216 | 0.07% | 201 |
|
|
2022
Q3 | $434K | Buy |
+4,196
| New | +$434K | 0.08% | 191 |
|