IFWM
Institute for Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Hold |
20,181
| – | – | 0.29% | 75 |
|
|
2025
Q1 | $2.24M | Buy |
20,181
+12,079
| +149% | +$1.34M | 0.29% | 80 |
|
|
2024
Q4 | $1.06M | Buy |
8,102
+18
| +0.2% | +$2.35K | 0.13% | 164 |
|
|
2024
Q3 | $997K | Buy |
8,084
+125
| +2% | +$15.4K | 0.13% | 176 |
|
|
2024
Q2 | $907K | Buy |
7,959
+902
| +13% | +$103K | 0.12% | 178 |
|
|
2024
Q1 | $855K | Sell |
7,057
-736
| -9% | -$89.2K | 0.11% | 188 |
|
|
2023
Q4 | $904K | Buy |
7,793
+2,921
| +60% | +$339K | 0.15% | 164 |
|
|
2023
Q3 | $488K | Buy |
4,872
+1,877
| +63% | +$188K | 0.09% | 260 |
|
|
2023
Q2 | $327K | Sell |
2,995
-155
| -5% | -$16.9K | 0.06% | 340 |
|
|
2023
Q1 | $329K | Sell |
3,150
-302
| -9% | -$31.6K | 0.06% | 322 |
|
|
2022
Q4 | $372K | Buy |
3,452
+23
| +0.7% | +$2.48K | 0.08% | 310 |
|
|
2022
Q3 | $355K | Sell |
3,429
-23
| -0.7% | -$2.38K | 0.08% | 306 |
|
|
2022
Q2 | $359K | Buy |
3,452
+453
| +15% | +$47.1K | 0.07% | 346 |
|
|
2022
Q1 | $386K | Buy |
2,999
+60
| +2% | +$7.72K | 0.06% | 346 |
|
|
2021
Q4 | $411K | Buy |
2,939
+415
| +16% | +$58K | 0.07% | 313 |
|
|
2021
Q3 | $364K | Buy |
2,524
+685
| +37% | +$98.8K | 0.06% | 330 |
|
|
2021
Q2 | $281K | Buy |
1,839
+184
| +11% | +$28.1K | 0.05% | 386 |
|
|
2021
Q1 | $243K | Buy |
+1,655
| New | +$243K | 0.05% | 401 |
|
|
2020
Q1 | – | Sell |
-67
| Closed | -$7K | – | 531 |
|
|
2019
Q4 | $7K | Buy |
+67
| New | +$7K | ﹤0.01% | 615 |
|