IHT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,777
| Closed | -$206K | – | 1044 |
|
|
2023
Q4 | $206K | Buy |
+1,777
| New | +$206K | 0.01% | 897 |
|
|
2022
Q2 | – | Sell |
-1,641
| Closed | -$212K | – | 775 |
|
|
2022
Q1 | $212K | Buy |
1,641
+50
| +3% | +$6.46K | 0.02% | 689 |
|
|
2021
Q4 | $222K | Buy |
1,591
+49
| +3% | +$6.84K | 0.02% | 718 |
|
|
2021
Q3 | $223K | Sell |
1,542
-20
| -1% | -$2.89K | 0.02% | 700 |
|
|
2021
Q2 | $238K | Buy |
1,562
+160
| +11% | +$24.4K | 0.02% | 792 |
|
|
2021
Q1 | $206K | Sell |
1,402
-504
| -26% | -$74.1K | 0.01% | 770 |
|
|
2020
Q4 | $226K | Buy |
+1,906
| New | +$226K | 0.02% | 651 |
|