James Investment Research’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-25
| Closed | -$4K | – | 518 |
|
2021
Q2 | $4K | Sell |
25
-75
| -75% | -$12K | ﹤0.01% | 463 |
|
2021
Q1 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 428 |
|
2014
Q1 | – | Sell |
-500
| Closed | -$38K | – | 531 |
|
2013
Q4 | $38K | Sell |
500
-250
| -33% | -$19K | ﹤0.01% | 387 |
|
2013
Q3 | $51K | Hold |
750
| – | – | ﹤0.01% | 367 |
|
2013
Q2 | $46K | Buy |
+750
| New | +$46K | ﹤0.01% | 370 |
|