Integrated Wealth Concepts’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
2025 Q2	$225K	Sell	1,762 -103	-6%	-$13.2K	﹤0.01%	1703
2025 Q1	$207K	Sell	1,865 -225	-11%	-$24.9K	﹤0.01%	1606
2024 Q4	$272K	Buy	+2,090	New	+$272K	﹤0.01%	1426
2021 Q3	–	Sell	-1,422	Closed	-$217K	–	966
2021 Q2	$217K	Buy	+1,422	New	+$217K	0.01%	750