Institute for Wealth Management’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
Q2 | $2.58M | Hold |
|
|||||
|
2025
Q1 | $2.24M | Buy |
|
|||||
|
2024
Q4 | $1.06M | Buy |
|
|||||
|
2024
Q3 | $997K | Buy |
|
|||||
|
2024
Q2 | $907K | Buy |
|
|||||
|
2024
Q1 | $855K | Sell |
|
|||||
|
2023
Q4 | $904K | Buy |
|
|||||
|
2023
Q3 | $488K | Buy |
|
|||||
|
2023
Q2 | $327K | Sell |
|
|||||
|
2023
Q1 | $329K | Sell |
|
|||||
|
2022
Q4 | $372K | Buy |
|
|||||
|
2022
Q3 | $355K | Sell |
|
|||||
|
2022
Q2 | $359K | Buy |
|
|||||
|
2022
Q1 | $386K | Buy |
|
|||||
|
2021
Q4 | $411K | Buy |
|
|||||
|
2021
Q3 | $364K | Buy |
|
|||||
|
2021
Q2 | $281K | Buy |
|
|||||
|
2021
Q1 | $243K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $7K | Buy |
|