Graves Light Lenhart Wealth’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
2024
Q3
Sell
2024
Q2
$351K Buy
2024
Q1
$376K Hold
2023
Q4
$360K Buy
2019
Q3
Sell
2019
Q2
$671K Hold
2019
Q1
$668K Hold
2018
Q4
$594K Buy