Legacy Financial Group (Iowa)
IWC icon

Legacy Financial Group (Iowa)’s iShares Micro-Cap ETF IWC Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$680K Buy
4,261
+1
+0% +$166 0.09% 72
2025
Q4 		$711K Sell
4,260
-158
-4% -$24.6K 0.09% 72
2025
Q3 		$659K Hold
4,418
– – 0.09% 70
2025
Q2 		$564K Sell
4,418
-90
-2% -$10.4K 0.08% 73
2025
Q1 		$500K Sell
4,508
-257
-5% -$32K 0.08% 75
2024
Q4 		$621K Buy
+4,765
New +$620K 0.1% 67
2024
Q3 		– Sell
-4,532
Closed -$517K – 77
2024
Q2 		$517K Sell
4,532
-104
-2% -$12K 0.1% 68
2024
Q1 		$562K Buy
+4,636
New +$533K 0.11% 63
2023
Q4 		– Sell
-5,116
Closed -$512K – 268
2023
Q3 		$512K Buy
+5,116
New +$553K 0.12% 60
2021
Q3 		– Sell
-10,094
Closed -$1.54M – 63
2021
Q2 		$1.54M Sell
10,094
-1,985
-16% -$294K 0.47% 34
2021
Q1 		$1.77M Sell
12,079
-3,281
-21% -$469K 0.62% 30
2020
Q4 		$1.82M Buy
+15,360
New +$1.62M 0.7% 31

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