Institutional & Family Asset 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
Q2 | $11.3K | Hold |
99
| – | – | ﹤0.01% | 400 |
|
2024
Q1 | $12K | Hold |
99
| – | – | ﹤0.01% | 386 |
|
2023
Q4 | $11.5K | Hold |
99
| – | – | ﹤0.01% | 373 |
|
2023
Q3 | $9.91K | Hold |
99
| – | – | ﹤0.01% | 378 |
|
2023
Q2 | $10.8K | Hold |
99
| – | – | ﹤0.01% | 375 |
|
2023
Q1 | $10.3K | Hold |
99
| – | – | ﹤0.01% | 374 |
|
2022
Q4 | $10.7K | Hold |
99
| – | – | ﹤0.01% | 366 |
|
2022
Q3 | $10K | Hold |
99
| – | – | ﹤0.01% | 384 |
|
2022
Q2 | $10K | Hold |
99
| – | – | ﹤0.01% | 389 |
|
2022
Q1 | $13K | Hold |
99
| – | – | ﹤0.01% | 407 |
|
2021
Q4 | $14K | Sell |
99
-56
| -36% | -$7.92K | ﹤0.01% | 406 |
|
2021
Q3 | $22K | Buy |
155
+56
| +57% | +$7.95K | ﹤0.01% | 442 |
|
2021
Q2 | $15K | Hold |
99
| – | – | ﹤0.01% | 521 |
|
2021
Q1 | $15K | Sell |
99
-151
| -60% | -$22.9K | ﹤0.01% | 515 |
|
2020
Q4 | $30K | Hold |
250
| – | – | 0.01% | 388 |
|
2020
Q3 | $23K | Hold |
250
| – | – | 0.01% | 386 |
|
2020
Q2 | $22K | Hold |
250
| – | – | ﹤0.01% | 389 |
|
2020
Q1 | $17K | Sell |
250
-132
| -35% | -$8.98K | ﹤0.01% | 386 |
|
2019
Q4 | $38K | Buy |
382
+132
| +53% | +$13.1K | 0.01% | 344 |
|
2019
Q3 | $22K | Hold |
250
| – | – | ﹤0.01% | 390 |
|
2019
Q2 | $23K | Hold |
250
| – | – | 0.01% | 405 |
|
2019
Q1 | $23K | Hold |
250
| – | – | ﹤0.01% | 409 |
|
2018
Q4 | $21K | Hold |
250
| – | – | ﹤0.01% | 399 |
|
2018
Q3 | $27K | Hold |
250
| – | – | 0.01% | 403 |
|
2018
Q2 | $26K | Hold |
250
| – | – | 0.01% | 404 |
|
2018
Q1 | $24K | Buy |
+250
| New | +$24K | 0.01% | 393 |
|