Kestra Advisory Services’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 | $847K | Sell |
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|
2025
Q2 | $768K | Sell |
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|
2025
Q1 | $2.25M | Buy |
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|
2024
Q4 | $2.6M | Buy |
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|
2024
Q3 | $1.69M | Buy |
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|
2024
Q2 | $637K | Buy |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $533K | Buy |
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|
2023
Q2 | $457K | Buy |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $325K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $327K | Buy |
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|
2020
Q3 | $265K | Buy |
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