Halbert Hargrove Global Advisors’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 | $13.4M | Sell |
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|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $11.2M | Buy |
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|
2024
Q4 | $12.7M | Sell |
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|
2024
Q3 | $12.4M | Sell |
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|
2024
Q2 | $11.9M | Sell |
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|
2024
Q1 | $13M | Sell |
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|
2023
Q4 | $14M | Buy |
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|
2023
Q3 | $11.1M | Sell |
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|
2023
Q2 | $12.2M | Sell |
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|
2023
Q1 | $20.8M | Sell |
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|
2022
Q4 | $21.6M | Buy |
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|
2022
Q3 | $20.4M | Sell |
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|
2022
Q2 | $21M | Buy |
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|
2022
Q1 | $25.5M | Sell |
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|
2021
Q4 | $28M | Buy |
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|
2021
Q3 | $28.6M | Sell |
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|
2021
Q2 | $31.2M | Sell |
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|
2021
Q1 | $30.4M | Sell |
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|
2020
Q4 | $25.3M | Buy |
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|
2020
Q3 | $19.2M | Sell |
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|
2020
Q2 | $18.9M | Buy |
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|
2020
Q1 | $13M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $6.27M | Buy |
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