Jones Financial Companies’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 | $1.08M | Buy |
8,462
+724
| +9% | +$92.4K | ﹤0.01% | 981 |
|
|
2025
Q1 | $869K | Sell |
7,738
-112
| -1% | -$12.6K | ﹤0.01% | 917 |
|
|
2024
Q4 | $1.02M | Buy |
7,850
+2,220
| +39% | +$289K | ﹤0.01% | 735 |
|
|
2024
Q3 | $692K | Buy |
5,630
+3,038
| +117% | +$374K | ﹤0.01% | 715 |
|
|
2024
Q2 | $295K | Buy |
+2,592
| New | +$295K | ﹤0.01% | 712 |
|