Legacy Financial Group (Iowa)’s iShares Micro-Cap ETF IWC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
4,418
-90
| -2% | -$11.5K | 0.08% | 73 |
|
|
2025
Q1 | $500K | Sell |
4,508
-257
| -5% | -$28.5K | 0.08% | 75 |
|
|
2024
Q4 | $621K | Buy |
+4,765
| New | +$621K | 0.1% | 67 |
|
|
2024
Q3 | – | Sell |
-4,532
| Closed | -$517K | – | 77 |
|
|
2024
Q2 | $517K | Sell |
4,532
-104
| -2% | -$11.9K | 0.1% | 68 |
|
|
2024
Q1 | $562K | Buy |
+4,636
| New | +$562K | 0.11% | 63 |
|
|
2023
Q4 | – | Sell |
-5,116
| Closed | -$512K | – | 268 |
|
|
2023
Q3 | $512K | Buy |
+5,116
| New | +$512K | 0.12% | 60 |
|
|
2021
Q3 | – | Sell |
-10,094
| Closed | -$1.54M | – | 63 |
|
|
2021
Q2 | $1.54M | Sell |
10,094
-1,985
| -16% | -$303K | 0.47% | 34 |
|
|
2021
Q1 | $1.78M | Sell |
12,079
-3,281
| -21% | -$482K | 0.62% | 30 |
|
|
2020
Q4 | $1.82M | Buy |
+15,360
| New | +$1.82M | 0.7% | 31 |
|