Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,691
| Closed | -$1.36M | – | 1040 |
|
|
2023
Q4 | $1.36M | Buy |
11,691
+9,645
| +471% | +$1.12M | 0.04% | 379 |
|
|
2023
Q3 | $205K | Buy |
+2,046
| New | +$205K | 0.01% | 882 |
|
|
2022
Q1 | – | Sell |
-1,495
| Closed | -$209K | – | 905 |
|
|
2021
Q4 | $209K | Sell |
1,495
-20
| -1% | -$2.8K | 0.01% | 831 |
|
|
2021
Q3 | $219K | Hold |
1,515
| – | – | 0.01% | 778 |
|
|
2021
Q2 | $233K | Buy |
+1,515
| New | +$233K | 0.01% | 785 |
|
|
2019
Q2 | – | Sell |
-3,630
| Closed | -$337K | – | 444 |
|
|
2019
Q1 | $337K | Sell |
3,630
-25
| -0.7% | -$2.32K | 0.05% | 329 |
|
|
2018
Q4 | $301K | Buy |
3,655
+307
| +9% | +$25.3K | 0.07% | 286 |
|
|
2018
Q3 | $356K | Buy |
3,348
+38
| +1% | +$4.04K | 0.07% | 266 |
|
|
2018
Q2 | $350K | Sell |
3,310
-283
| -8% | -$29.9K | 0.08% | 244 |
|
|
2018
Q1 | $345K | Sell |
3,593
-220
| -6% | -$21.1K | 0.09% | 241 |
|
|
2017
Q4 | $365K | Sell |
3,813
-22
| -0.6% | -$2.11K | 0.13% | 216 |
|
|
2017
Q3 | $362K | Sell |
3,835
-249
| -6% | -$23.5K | 0.16% | 180 |
|
|
2017
Q2 | $363K | Sell |
4,084
-29
| -0.7% | -$2.58K | 0.19% | 156 |
|
|
2017
Q1 | $352K | Buy |
+4,113
| New | +$352K | 0.21% | 145 |
|