Kohmann Bosshard Financial Services’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
Q1 | – | Sell |
-1,075
| Closed | -$140K | – | 532 |
|
|
2024
Q4 | $140K | Buy |
+1,075
| New | +$140K | 0.02% | 216 |
|
|
2022
Q2 | – | Sell |
-1,659
| Closed | -$214K | – | 144 |
|
|
2022
Q1 | $214K | Hold |
1,659
| – | – | 0.04% | 125 |
|
|
2021
Q4 | $232K | Hold |
1,659
| – | – | 0.05% | 102 |
|
|
2021
Q3 | $239K | Hold |
1,659
| – | – | 0.05% | 98 |
|
|
2021
Q2 | $253K | Hold |
1,659
| – | – | 0.06% | 93 |
|
|
2021
Q1 | $244K | Buy |
+1,659
| New | +$244K | 0.07% | 92 |
|
|
2020
Q3 | – | Sell |
-2,484
| Closed | -$217K | – | 112 |
|
|
2020
Q2 | $217K | Hold |
2,484
| – | – | 0.08% | 86 |
|
|
2020
Q1 | $167K | Hold |
2,484
| – | – | 0.07% | 88 |
|
|
2019
Q4 | $247K | Hold |
2,484
| – | – | 0.09% | 72 |
|
|
2019
Q3 | $219K | Hold |
2,484
| – | – | 0.09% | 76 |
|
|
2019
Q2 | $231K | Hold |
2,484
| – | – | 0.1% | 75 |
|
|
2019
Q1 | $230K | Hold |
2,484
| – | – | 0.11% | 69 |
|
|
2018
Q4 | $205K | Sell |
2,484
-31
| -1% | -$2.56K | 0.11% | 68 |
|
|
2018
Q3 | $267K | Buy |
2,515
+640
| +34% | +$67.9K | 0.13% | 58 |
|
|
2018
Q2 | $198K | Hold |
1,875
| – | – | 0.11% | 66 |
|
|
2018
Q1 | $180K | Hold |
1,875
| – | – | 0.11% | 68 |
|
|
2017
Q4 | $179K | Hold |
1,875
| – | – | 0.11% | 68 |
|
|
2017
Q3 | $177K | Buy |
+1,875
| New | +$177K | 0.12% | 67 |
|
|
2017
Q1 | $161K | Buy |
+1,875
| New | +$161K | 0.14% | 65 |
|