Jackson Grant Investment Advisers’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
Q3 | $821K | Buy |
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|
2025
Q2 | $702K | Buy |
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|
2025
Q1 | $609K | Buy |
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|
2024
Q4 | $715K | Buy |
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|
2024
Q3 | $675K | Buy |
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|
2024
Q2 | $620K | Buy |
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|
2024
Q1 | $658K | Buy |
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|
2023
Q4 | $588K | Buy |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $553K | Buy |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $685K | Buy |
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|
2021
Q4 | $740K | Buy |
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|
2021
Q3 | $758K | Sell |
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|
2021
Q2 | $997K | Buy |
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|
2021
Q1 | $960K | Sell |
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|
2020
Q4 | $778K | Buy |
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|
2020
Q3 | $591K | Buy |
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|
2020
Q2 | $569K | Sell |
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|
2020
Q1 | $462K | Buy |
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|
2019
Q4 | $676K | Sell |
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|
2019
Q3 | $610K | Sell |
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|
2019
Q2 | $650K | Sell |
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|
2019
Q1 | $673K | Buy |
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|
2018
Q4 | $586K | Sell |
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|
2018
Q3 | $766K | Buy |
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|
2018
Q2 | $677K | Sell |
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|
2018
Q1 | $685K | Buy |
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|
2017
Q4 | $680K | Buy |
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|
2017
Q3 | $667K | Buy |
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|
2017
Q2 | $626K | Buy |
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|
2017
Q1 | $600K | Sell |
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|
2016
Q4 | $603K | Buy |
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|
2016
Q3 | $544K | Buy |
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|
2016
Q2 | $490K | Buy |
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|
2016
Q1 | $457K | Sell |
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|
2015
Q4 | $639K | Buy |
|