Global Retirement Partners’s iShares Micro-Cap ETF IWC Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q3  | $2.09M | Buy | 
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        2025
         Q2  | $271K | Buy | 
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        2024
         Q4  | $1.75M | Buy | 
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| 
        
          
      
        2024
         Q3  | $449K | Buy | 
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| 
        
          
      
        2024
         Q2  | $279K | Buy | 
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| 
        
          
      
        2024
         Q1  | $273K | Sell | 
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| 
        
          
      
        2023
         Q4  | $258K | Sell | 
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| 
        
          
      
        2023
         Q3  | $235K | Buy | 
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| 
        
          
      
        2023
         Q2  | $12.3K | Sell | 
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| 
        
          
      
        2023
         Q1  | $12.3K | Sell | 
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| 
        
          
      
        2022
         Q4  | $17.3K | Hold | 
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| 
        
          
      
        2022
         Q3  | $18K | Buy | 
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| 
        
          
      
        2022
         Q2  | $7K | Hold | 
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| 
        
          
      
        2022
         Q1  | $8K | Buy | 
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| 
        
          
      
        2021
         Q4  | – | Sell | 
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| 
        
          
      
        2021
         Q3  | $11K | Buy | 
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| 
        
          
      
        2021
         Q2  | $11K | Sell | 
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| 
        
          
      
        2021
         Q1  | $31K | Hold | 
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| 
        
          
      
        2020
         Q4  | $25K | Hold | 
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| 
        
          
      
        2020
         Q3  | $19K | Sell | 
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| 
        
          
      
        2020
         Q2  | $96K | Sell | 
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| 
        
          
      
        2020
         Q1  | $75K | Sell | 
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| 
        
          
      
        2019
         Q4  | $117K | Sell | 
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| 
        
          
      
        2019
         Q3  | $108K | Buy | 
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| 
        
          
      
        2019
         Q2  | $114K | Sell | 
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| 
        
          
      
        2019
         Q1  | $179K | Sell | 
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| 
        
          
      
        2018
         Q4  | $168K | Sell | 
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| 
        
          
      
        2018
         Q3  | $225K | Buy | 
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| 
        
          
      
        2018
         Q2  | $130K | Sell | 
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| 
        
          
      
        2018
         Q1  | $120K | Sell | 
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| 
        
          
      
        2017
         Q4  | $120K | Sell | 
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| 
        
          
      
        2017
         Q3  | $133K | Sell | 
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| 
        
          
      
        2017
         Q2  | $125K | Buy | 
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| 
        
          
      
        2017
         Q1  | $104K | Buy | 
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| 
        
          
      
        2016
         Q4  | $79K | Buy | 
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